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 | $75 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,480 | $53,901-4.5% | $134,143-61.6% | $73,488-29.9% |
| Participation rate | 85.2% | 62.8%+22.4pp | 72.2%+13.0pp | 70.7%+14.5pp |
| Annual return | 15.72% | 15.82%-0.1pp | 36.33%-20.6pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,405 | $1,458-3.6% | $3,704-62.1% | $2,270-38.1% |
| Participant deferral / active EE | $3,252 | $2,739+18.7% | $3,499-7.1% | $3,740-13.0% |
| Admin fee / account holder | $10 | $581-98.2% | $6,684-99.8% | $513-98.0% |