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 | $9,841 |
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 | $215,831 | $112,686+91.5% | $169,993+27.0% | $80,160+169.3% |
| Participation rate | 97.9% | 87.4%+10.5pp | 87.0%+10.9pp | 72.9%+25.0pp |
| Annual return | 17.53% | 67.04%-49.5pp | 53.37%-35.8pp | 40.38%-22.9pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $6,785-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $13,004 | $7,876+65.1% | $10,408+24.9% | $5,017+159.2% |
| Admin fee / account holder | $3 | $99-96.5% | $12,815-100.0% | $145-97.6% |