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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,525 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,510 | $89,274+56.3% | $149,718-6.8% | $77,958+79.0% |
| Participation rate | 97.6% | 87.6%+9.9pp | 87.1%+10.5pp | 71.6%+25.9pp |
| Annual return | 23.18% | 20.36%+2.8pp | 1501.63%-1478.4pp | 20.87%+2.3pp |
| Employer contribution / active EE | $0 | $3,727-100.0% | $5,445-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $9,570 | $5,382+77.8% | $6,569+45.7% | $3,537+170.6% |
| Admin fee / account holder | $4 | $240-98.4% | $11,283-100.0% | $97-96.0% |