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 | $100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,822 | $45,602-3.9% | $117,472-62.7% | $66,914-34.5% |
| Participation rate | 88.3% | 57.6%+30.7pp | 70.6%+17.7pp | 69.8%+18.5pp |
| Annual return | -12.80% | -16.74%+3.9pp | 29.74%-42.5pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,692 | $1,579+7.1% | $4,176-59.5% | $2,544-33.5% |
| Participant deferral / active EE | $4,104 | $2,845+44.3% | $4,070+0.8% | $4,237-3.1% |
| Admin fee / account holder | $0 | $661-99.9% | $5,645-100.0% | $593-99.9% |