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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,032,951 |
KBF CPAS LLP1 year Service code 50 · EIN 82-1030164 | Direct Payment | $38,575 |
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 | $27,114 | $100,179-72.9% | $84,015-67.7% | $89,569-69.7% |
| Participation rate | 85.6% | 54.1%+31.4pp | 69.0%+16.5pp | 69.6%+16.0pp |
| Annual return | 27.77% | 22.50%+5.3pp | 71.31%-43.5pp | 34.56%-6.8pp |
| Employer contribution / active EE | $376 | $816-54.0% | $1,983-81.1% | $2,584-85.5% |
| Participant deferral / active EE | $3,162 | $1,459+116.7% | $3,239-2.4% | $4,220-25.1% |
| Admin fee / account holder | $66 | $72-8.9% | $6,101-98.9% | $72-8.3% |