Filed February 7, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $773 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,202 | $52,884-35.3% | $84,750-59.6% | $55,167-38.0% |
| Participation rate | 64.8% | 67.5%-2.8pp | 76.6%-11.8pp | 69.0%-4.2pp |
| Annual return | 11.50% | 18.03%-6.5pp | 22.78%-11.3pp | 169.23%-157.7pp |
| Employer contribution / active EE | $1,040 | $2,233-53.5% | $3,574-70.9% | $1,963-47.0% |
| Participant deferral / active EE | $3,121 | $2,644+18.1% | $3,712-15.9% | $3,054+2.2% |
| Admin fee / account holder | $3 | $581-99.6% | $5,332-100.0% | $504-99.5% |