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 | $7,420 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,261 | $56,638+8.2% | $169,368-63.8% | $74,419-17.7% |
| Participation rate | 92.4% | 67.5%+24.9pp | 77.1%+15.3pp | 70.7%+21.7pp |
| Annual return | 18.92% | 24.75%-5.8pp | 405.60%-386.7pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,285 | $2,027+62.1% | $4,013-18.1% | $2,637+24.5% |
| Participant deferral / active EE | $6,515 | $4,223+54.3% | $6,221+4.7% | $4,528+43.9% |
| Admin fee / account holder | $19 | $307-93.9% | $9,003-99.8% | $348-94.6% |