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 | $188,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,604 | $108,592-10.1% | $129,110-24.4% | $77,904+25.3% |
| Participation rate | 95.1% | 84.8%+10.3pp | 77.3%+17.8pp | 73.7%+21.4pp |
| Annual return | -12.21% | -13.72%+1.5pp | -10.94%-1.3pp | 12.21%-24.4pp |
| Employer contribution / active EE | $11,443 | $5,713+100.3% | $5,052+126.5% | $2,848+301.8% |
| Participant deferral / active EE | $7,997 | $7,051+13.4% | $6,542+22.2% | $4,806+66.4% |
| Admin fee / account holder | $96 | $91+4.7% | $14,302-99.3% | $133-27.8% |