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 | $1,520,067 |
Filed as: DESCHUTES INVESTMENT CONSULTING, LL Service code 70 · EIN 27-3525757 | Consulting Fees | $58,000 |
KBF CPAS LLP5 years Service code 10 · EIN 82-1030164 | Accounting | $24,996 |
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 | $32,231 | $53,531-39.8% | $86,188-62.6% | $96,393-66.6% |
| Participation rate | 85.5% | 53.4%+32.1pp | 69.0%+16.6pp | 71.3%+14.3pp |
| Annual return | 25.21% | 20.51%+4.7pp | 1168.45%-1143.2pp | 22.88%+2.3pp |
| Employer contribution / active EE | $2,840 | $1,158+145.2% | $2,380+19.3% | $3,238-12.3% |
| Participant deferral / active EE | $4,243 | $1,965+115.9% | $3,985+6.5% | $5,455-22.2% |
| Admin fee / account holder | $35 | $55-36.8% | $6,852-99.5% | $74-52.6% |