Filed January 18, 2023
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $208,898 |
BAUKNIGHT PIETRAS & STORMER PA10+ years Filed as: BAUKNIGHT, PIETRAS & STORMER, P.A. Service code 10 · EIN 57-0940019 | Accounting | $24,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,651 | $89,436+3.6% | $164,813-43.8% | $77,643+19.3% |
| Participation rate | 84.6% | 78.6%+5.9pp | 78.6%+6.0pp | 70.6%+14.0pp |
| Annual return | 13.22% | 28.83%-15.6pp | 69.93%-56.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,094 | $2,569-18.5% | $4,341-51.8% | $2,726-23.2% |
| Participant deferral / active EE | $5,449 | $4,897+11.3% | $6,031-9.7% | $4,647+17.3% |
| Admin fee / account holder | $287 | $339-15.4% | $12,690-97.7% | $430-33.3% |