Filed May 21, 2018
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 & Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,336 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,291 | $65,376+44.2% | $87,100+8.3% | $65,185+44.7% |
| Participation rate | 72.8% | 75.3%-2.5pp | 76.9%-4.1pp | 70.2%+2.6pp |
| Annual return | 20.51% | 31.27%-10.8pp | 28.19%-7.7pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,249 | $1,822+23.4% | $2,521-10.8% | $2,177+3.3% |
| Participant deferral / active EE | $5,143 | $3,388+51.8% | $4,049+27.0% | $3,514+46.4% |
| Admin fee / account holder | $117 | $520-77.4% | $7,497-98.4% | $847-86.1% |