Filed February 26, 2015 (most recent of 2 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,218 | $122,693+98.2% | $184,203+32.0% | $199,593+21.9% |
| Participation rate | 98.4% | 86.8%+11.6pp | 86.8%+11.6pp | 72.0%+26.4pp |
| Annual return | 14.88% | 143.91%-129.0pp | 28.81%-13.9pp | 34.25%-19.4pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $13,670 | $7,990+71.1% | $9,131+49.7% | $5,087+168.7% |
| Admin fee / account holder | $4 | $121-96.6% | $13,901-100.0% | $269-98.5% |