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) | $37,198 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $21,131 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $3,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,275 | $65,061-51.9% | $143,757-78.2% | $66,914-53.3% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -15.81% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,576 | $2,361+51.5% | $4,951-27.8% | $2,544+40.6% |
| Participant deferral / active EE | $5,410 | $2,919+85.3% | $5,637-4.0% | $4,237+27.7% |
| Admin fee / account holder | $258 | $502-48.5% | $14,673-98.2% | $593-56.5% |