Filed February 1, 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $161,903 |
ROSE ROCK CPAS, PLLC5 years Service code 10 · EIN 26-0852716 | Accounting | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,966 | $93,223-71.1% | $138,135-80.5% | $93,223-71.1% |
| Participation rate | 81.5% | 74.9%+6.6pp | 78.7%+2.8pp | 74.9%+6.6pp |
| Annual return | 14.19% | 19.29%-5.1pp | 20.51%-6.3pp | 19.29%-5.1pp |
| Employer contribution / active EE | $1,381 | $2,680-48.5% | $5,587-75.3% | $2,680-48.5% |
| Participant deferral / active EE | $2,026 | $4,563-55.6% | $6,431-68.5% | $4,563-55.6% |
| Admin fee / account holder | $23 | $79-71.4% | $11,856-99.8% | $79-71.4% |