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 | $7,985 |
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 | $187,800 | $95,918+95.8% | $151,611+23.9% | $77,904+141.1% |
| Participation rate | 97.8% | 88.7%+9.0pp | 87.5%+10.3pp | 73.7%+24.1pp |
| Annual return | -15.78% | -5.50%-10.3pp | 3.33%-19.1pp | 12.21%-28.0pp |
| Employer contribution / active EE | $0 | $4,330-100.0% | $6,166-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $12,331 | $7,508+64.2% | $8,363+47.4% | $4,806+156.6% |
| Admin fee / account holder | $3 | $93-96.8% | $11,616-100.0% | $133-97.8% |