Filed May 28, 2015
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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $77,359 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,252 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,267 | $63,114+49.4% | $92,893+1.5% | $65,185+44.6% |
| Participation rate | 97.8% | 68.8%+29.0pp | 76.0%+21.8pp | 70.2%+27.6pp |
| Annual return | 24.20% | 28.75%-4.6pp | 109.41%-85.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $3,418 | $2,571+33.0% | $3,653-6.4% | $2,177+57.0% |
| Participant deferral / active EE | $9,605 | $3,108+209.0% | $4,236+126.7% | $3,514+173.3% |
| Admin fee / account holder | $399 | $624-36.1% | $5,794-93.1% | $847-53.0% |