Filed November 13, 2024 (most recent of 3 filings on file)
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 | $150 |
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 | $41,098 | $44,221-7.1% | $121,196-66.1% | $56,287-27.0% |
| Participation rate | 96.6% | 61.1%+35.6pp | 71.7%+24.9pp | 69.9%+26.8pp |
| Annual return | -5.26% | -3.58%-1.7pp | 16.93%-22.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,603 | $1,480+8.3% | $4,022-60.1% | $2,111-24.1% |
| Participant deferral / active EE | $2,493 | $2,521-1.1% | $3,344-25.5% | $3,350-25.6% |
| Admin fee / account holder | $1 | $480-99.9% | $5,019-100.0% | $521-99.9% |