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 | $2,300 |
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 | $42,148 | $73,638-42.8% | $95,952-56.1% | $73,488-42.6% |
| Participation rate | 72.1% | 76.2%-4.1pp | 77.1%-5.0pp | 70.7%+1.4pp |
| Annual return | 14.83% | 16.78%-2.0pp | 91.61%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,232 | $1,863-33.9% | $2,541-51.5% | $2,270-45.7% |
| Participant deferral / active EE | $2,198 | $3,617-39.2% | $4,167-47.3% | $3,740-41.2% |
| Admin fee / account holder | $11 | $482-97.8% | $6,795-99.8% | $513-97.9% |