Filed December 5, 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 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 |
|---|---|---|
Filed as: MERRILL LYNCH RETIRMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,213 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $15,122 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,787 | $58,879-44.3% | $178,490-81.6% | $73,488-55.4% |
| Participation rate | 93.7% | 66.2%+27.5pp | 81.9%+11.8pp | 70.7%+23.0pp |
| Annual return | 18.43% | 24.86%-6.4pp | 151.07%-132.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $3,571 | $2,236+59.7% | $5,011-28.7% | $2,270+57.3% |
| Participant deferral / active EE | $5,156 | $2,567+100.8% | $5,202-0.9% | $3,740+37.9% |
| Admin fee / account holder | $232 | $400-42.1% | $13,984-98.3% | $513-54.8% |