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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE Service code 17 · EIN 13-5674085 | Pension Consulting | $91,960 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,891 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,739 | $80,724+69.4% | $103,333+32.3% | $74,495+83.6% |
| Participation rate | 95.7% | 65.7%+30.0pp | 74.5%+21.2pp | 67.2%+28.5pp |
| Annual return | 15.55% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,279 | $3,157+3.9% | $3,868-15.2% | $2,623+25.0% |
| Participant deferral / active EE | $10,696 | $3,860+177.1% | $5,057+111.5% | $4,346+146.1% |
| Admin fee / account holder | $441 | $2,368-81.4% | $8,355-94.7% | $1,942-77.3% |