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 | $4,660 |
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 | $52,298 | $56,972-8.2% | $182,532-71.3% | $65,185-19.8% |
| Participation rate | 89.5% | 66.5%+23.0pp | 78.0%+11.5pp | 70.2%+19.3pp |
| Annual return | 23.52% | 27.67%-4.2pp | 148.54%-125.0pp | 29.38%-5.9pp |
| Employer contribution / active EE | $3,077 | $1,615+90.6% | $4,076-24.5% | $2,177+41.4% |
| Participant deferral / active EE | $6,636 | $3,526+88.2% | $5,524+20.1% | $3,514+88.9% |
| Admin fee / account holder | $16 | $528-97.0% | $8,592-99.8% | $847-98.1% |