Filed December 20, 2016 (most recent of 2 filings on file)
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 | $21,857 |
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 | $127,994 | $63,905+100.3% | $74,183+72.5% | $57,658+122.0% |
| Participation rate | 90.9% | 79.8%+11.2pp | 76.6%+14.3pp | 70.2%+20.7pp |
| Annual return | 6.71% | 60.60%-53.9pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,038 | $1,840+10.7% | $2,370-14.0% | $1,974+3.3% |
| Participant deferral / active EE | $6,494 | $3,448+88.3% | $3,550+82.9% | $3,061+112.2% |
| Admin fee / account holder | $36 | $91-60.4% | $5,586-99.4% | $95-61.8% |