Filed January 13, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $6,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,280 | $59,186-47.2% | $76,768-59.3% | $56,287-44.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 77.0%-8.6pp | 69.9%-1.5pp |
| Annual return | -4.31% | 6.62%-10.9pp | 2.43%-6.7pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,092 | $1,759-37.9% | $2,485-56.1% | $2,111-48.3% |
| Participant deferral / active EE | $1,820 | $3,255-44.1% | $3,852-52.8% | $3,350-45.7% |
| Admin fee / account holder | $28 | $489-94.2% | $6,675-99.6% | $521-94.6% |