Filed December 20, 2017
Total covered: 67 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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $220,781 |
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 | $75,515 | $113,995-33.8% | $127,761-40.9% | $77,787-2.9% |
| Participation rate | 98.6% | 85.7%+12.9pp | 79.0%+19.6pp | 73.2%+25.4pp |
| Annual return | 28.55% | 26.09%+2.5pp | 26.14%+2.4pp | 32.57%-4.0pp |
| Employer contribution / active EE | $5,946 | $6,012-1.1% | $4,574+30.0% | $2,504+137.4% |
| Participant deferral / active EE | $8,455 | $7,267+16.3% | $6,021+40.4% | $3,967+113.1% |
| Admin fee / account holder | $117 | $108+8.6% | $9,395-98.8% | $100+17.0% |