Filed October 29, 2020
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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,890 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,341 |
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 | $69,661 | $76,407-8.8% | $150,298-53.7% | $82,448-15.5% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 13.04% | 39.99%-27.0pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $6,828 | $2,614+161.2% | $4,154+64.4% | $2,551+167.7% |
| Participant deferral / active EE | $4,136 | $3,214+28.7% | $5,453-24.1% | $4,139-0.1% |
| Admin fee / account holder | $221 | $6,352-96.5% | $14,116-98.4% | $7,234-97.0% |