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 | $5,306 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,275 | $50,458+5.6% | $159,960-66.7% | $64,808-17.8% |
| Participation rate | 93.5% | 68.0%+25.5pp | 78.0%+15.5pp | 71.5%+22.0pp |
| Annual return | -14.64% | -13.42%-1.2pp | 408.60%-423.2pp | 32.82%-47.5pp |
| Employer contribution / active EE | $3,374 | $1,722+95.9% | $4,226-20.1% | $2,506+34.7% |
| Participant deferral / active EE | $6,668 | $4,004+66.6% | $6,182+7.9% | $4,310+54.7% |
| Admin fee / account holder | $14 | $706-97.9% | $8,698-99.8% | $188-92.3% |