Filed February 25, 2013
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 | $6,513 |
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 | $42,312 | $48,576-12.9% | $169,463-75.0% | $56,287-24.8% |
| Participation rate | 90.0% | 65.8%+24.2pp | 77.8%+12.3pp | 69.9%+20.2pp |
| Annual return | -3.57% | -2.51%-1.1pp | 1.83%-5.4pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,077 | $1,559+33.2% | $4,159-50.1% | $2,111-1.6% |
| Participant deferral / active EE | $6,712 | $3,275+104.9% | $5,277+27.2% | $3,350+100.4% |
| Admin fee / account holder | $26 | $435-94.1% | $9,109-99.7% | $521-95.0% |