Filed January 12, 2012 (most recent of 4 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 | $6,419 |
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 | $155,577 | $100,801+54.3% | $149,696+3.9% | $73,409+111.9% |
| Participation rate | 94.2% | 77.7%+16.5pp | 82.5%+11.7pp | 72.2%+22.0pp |
| Annual return | 17.88% | 265.34%-247.5pp | 276.60%-258.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $5,449 | $3,312+64.5% | $4,644+17.3% | $2,234+143.9% |
| Participant deferral / active EE | $6,154 | $6,404-3.9% | $6,842-10.1% | $3,805+61.7% |
| Admin fee / account holder | $7 | $181-96.2% | $9,309-99.9% | $158-95.6% |