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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,885 | $52,406-1.0% | $129,207-59.8% | $74,495-30.4% |
| Participation rate | 98.1% | 53.8%+44.3pp | 69.6%+28.5pp | 67.2%+30.9pp |
| Annual return | 11.84% | 15.66%-3.8pp | 9417.33%-9405.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,847 | $1,531+20.7% | $4,153-55.5% | $2,623-29.6% |
| Participant deferral / active EE | $4,619 | $2,794+65.3% | $4,168+10.8% | $4,346+6.3% |
| Admin fee / account holder | $1 | $2,633-100.0% | $7,715-100.0% | $1,942-100.0% |