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 | $8,220 |
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 | $170,928 | $95,776+78.5% | $162,163+5.4% | $77,787+119.7% |
| Participation rate | 98.5% | 88.6%+9.9pp | 87.6%+11.0pp | 73.2%+25.3pp |
| Annual return | 25.62% | 37.03%-11.4pp | 115.59%-90.0pp | 32.57%-7.0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,614-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $10,577 | $6,125+72.7% | $7,298+44.9% | $3,967+166.6% |
| Admin fee / account holder | $4 | $88-95.9% | $10,843-100.0% | $100-96.4% |