Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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 | $95 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,275 | $58,879+89.0% | $178,490-37.7% | $73,488+51.4% |
| Participation rate | 94.4% | 66.2%+28.1pp | 81.9%+12.4pp | 70.7%+23.7pp |
| Annual return | 13.92% | 24.86%-10.9pp | 151.07%-137.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,006 | $2,236-10.3% | $5,011-60.0% | $2,270-11.6% |
| Participant deferral / active EE | $5,986 | $2,567+133.1% | $5,202+15.1% | $3,740+60.1% |
| Admin fee / account holder | $0 | $400-99.9% | $13,984-100.0% | $513-99.9% |