Filed February 1, 2016 (most recent of 3 filings on file)
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,633,011 |
Filed as: DESCHUTES INVESTMENT CONSULTING, LL Service code 70 · EIN 27-3525757 | Consulting Fees | $58,500 |
KBF CPAS LLP6 years Service code 10 · EIN 82-1030164 | Accounting | $25,000 |
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 | $38,437 | $57,150-32.7% | $93,654-59.0% | $106,408-63.9% |
| Participation rate | 85.7% | 49.1%+36.7pp | 68.7%+17.0pp | 69.9%+15.9pp |
| Annual return | 18.21% | 15.81%+2.4pp | 133.34%-115.1pp | 17.37%+0.8pp |
| Employer contribution / active EE | $1,631 | $1,015+60.6% | $2,421-32.6% | $3,361-51.5% |
| Participant deferral / active EE | $4,476 | $1,853+141.6% | $4,413+1.4% | $5,567-19.6% |
| Admin fee / account holder | $64 | $640% | $8,282-99.2% | $79-18.7% |