Filed September 9, 2021
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 9-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 01-0233346 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-5674085 | Bank Trustee | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,999 | $71,666-20.5% | $117,854-51.6% | $69,631-18.1% |
| Participation rate | 98.7% | 77.5%+21.2pp | 79.7%+19.1pp | 70.7%+28.1pp |
| Annual return | 10.50% | 18.86%-8.4pp | 335.08%-324.6pp | 27571.02%-27560.5pp |
| Employer contribution / active EE | $4,303 | $1,889+127.8% | $3,786+13.6% | $2,032+111.7% |
| Participant deferral / active EE | $1,952 | $3,340-41.5% | $4,482-56.4% | $3,224-39.4% |
| Admin fee / account holder | $113 | $120-6.1% | $8,020-98.6% | $110+2.3% |