Filed September 6, 2019
Total covered: 1,486 employees
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 6-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 & S Service code 15 · EIN 13-5674085 | Recordkeeping | $738,054 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,707 | $159,391+62.3% | $102,423+152.6% | $99,062+161.2% |
| Participation rate | 99.7% | 88.6%+11.1pp | 76.5%+23.2pp | 71.6%+28.1pp |
| Annual return | 12.36% | 19.03%-6.7pp | 29.32%-17.0pp | 17.66%-5.3pp |
| Employer contribution / active EE | $9,932 | $4,207+136.1% | $3,023+228.5% | $3,262+204.5% |
| Participant deferral / active EE | $12,035 | $7,498+60.5% | $5,053+138.2% | $5,331+125.7% |
| Admin fee / account holder | $54 | $159-66.1% | $9,451-99.4% | $109-50.5% |