Filed April 18, 2018
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 9-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 LIFE AGENCY INC Service code 49 · EIN 13-2808480 4800 DEER LAKE DRIVE E · JACKSONVILLE, FL 322466484 | Other Services | $35,640 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,157 |
Service code 49 · EIN 13-5674085 4800 DEER LAKE DRIVE · JACKSONVILLE, FL 322466484 | Other Services | $4,752 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,627 | $72,770-40.0% | $67,652-35.5% | $55,191-21.0% |
| Participation rate | 73.6% | 78.8%-5.2pp | 75.7%-2.0pp | 69.2%+4.5pp |
| Annual return | -0.34% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,706 | $3,408-20.6% | $3,560-24.0% | $3,046-11.2% |
| Admin fee / account holder | $22 | $79-71.5% | $4,821-99.5% | $91-75.3% |