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 | $2,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,482 | $65,435-42.7% | $86,677-56.8% | $66,914-44.0% |
| Participation rate | 76.2% | 75.5%+0.8pp | 76.6%-0.4pp | 69.8%+6.4pp |
| Annual return | -17.80% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,345 | $2,153-37.5% | $2,836-52.6% | $2,544-47.1% |
| Participant deferral / active EE | $2,312 | $4,100-43.6% | $4,656-50.3% | $4,237-45.4% |
| Admin fee / account holder | $9 | $642-98.6% | $7,493-99.9% | $593-98.5% |