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 | $8,331 |
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 | $229,646 | $118,337+94.1% | $189,513+21.2% | $93,030+146.9% |
| Participation rate | 97.7% | 89.1%+8.6pp | 87.8%+9.9pp | 73.9%+23.8pp |
| Annual return | 15.14% | 21.77%-6.6pp | 555.15%-540.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $0 | $4,204-100.0% | $6,162-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $11,607 | $7,123+63.0% | $8,221+41.2% | $4,562+154.4% |
| Admin fee / account holder | $3 | $100-96.9% | $12,045-100.0% | $152-98.0% |