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 | $250 |
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 | $43,036 | $46,722-7.9% | $130,648-67.1% | $65,185-34.0% |
| Participation rate | 91.8% | 60.9%+30.9pp | 71.7%+20.1pp | 70.2%+21.6pp |
| Annual return | 18.97% | 24.17%-5.2pp | 1708.96%-1690.0pp | 29.38%-10.4pp |
| Employer contribution / active EE | $1,389 | $1,488-6.6% | $4,092-66.1% | $2,177-36.2% |
| Participant deferral / active EE | $3,137 | $2,545+23.2% | $3,603-12.9% | $3,514-10.7% |
| Admin fee / account holder | $88 | $453-80.5% | $5,464-98.4% | $847-89.6% |