Filed February 26, 2015 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,770 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,960 | $95,918+204.4% | $151,611+92.6% | $77,904+274.8% |
| Participation rate | 98.8% | 88.7%+10.0pp | 87.5%+11.3pp | 73.7%+25.1pp |
| Annual return | -16.50% | -5.50%-11.0pp | 3.33%-19.8pp | 12.21%-28.7pp |
| Employer contribution / active EE | $16,121 | $4,330+272.3% | $6,166+161.4% | $2,848+466.1% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $1 | $93-98.8% | $11,616-100.0% | $133-99.2% |