Filed November 8, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $50,413 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,128 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,360 | $106,028-59.1% | $146,958-70.5% | $77,643-44.2% |
| Participation rate | 97.0% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 19.02% | 56.73%-37.7pp | 418.34%-399.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $3,337 | $4,063-17.9% | $4,933-32.3% | $2,726+22.4% |
| Participant deferral / active EE | $8,563 | $7,990+7.2% | $8,070+6.1% | $4,647+84.3% |
| Admin fee / account holder | $115 | $337-66.0% | $12,998-99.1% | $430-73.4% |