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) | $15,839 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $851 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,167 | $58,879-45.4% | $178,490-82.0% | $73,488-56.2% |
| Participation rate | 73.0% | 66.2%+6.7pp | 81.9%-9.0pp | 70.7%+2.3pp |
| Annual return | 14.78% | 24.86%-10.1pp | 151.07%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $489 | $2,236-78.1% | $5,011-90.2% | $2,270-78.5% |
| Participant deferral / active EE | $2,477 | $2,567-3.5% | $5,202-52.4% | $3,740-33.8% |
| Admin fee / account holder | $284 | $400-28.9% | $13,984-98.0% | $513-44.6% |