Filed February 1, 2023
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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $167,681 |
ROSE ROCK CPAS, PLLC1 year Service code 50 2829 NW 173RD · EDMOND, OK 73012 | Direct Payment | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,803 | $65,292-63.5% | $78,689-69.8% | $65,292-63.5% |
| Participation rate | 81.2% | 72.4%+8.7pp | 73.6%+7.6pp | 72.4%+8.7pp |
| Annual return | 5.35% | 11.84%-6.5pp | 62.18%-56.8pp | 11.84%-6.5pp |
| Employer contribution / active EE | $1,269 | $2,302-44.9% | $2,851-55.5% | $2,302-44.9% |
| Participant deferral / active EE | $1,535 | $3,579-57.1% | $3,517-56.3% | $3,579-57.1% |
| Admin fee / account holder | $76 | $57+33.0% | $4,510-98.3% | $57+33.0% |