Filed December 30, 2014 (most recent of 2 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 & SMITH Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $18,237 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,612 | $123,077+228.7% | $116,228+248.1% | $102,872+293.3% |
| Participation rate | 97.2% | 87.0%+10.2pp | 74.6%+22.6pp | 73.0%+24.1pp |
| Annual return | 20.07% | 15.84%+4.2pp | 90.06%-70.0pp | 19.06%+1.0pp |
| Employer contribution / active EE | $5,179 | $4,380+18.2% | $2,994+73.0% | $3,526+46.9% |
| Participant deferral / active EE | $13,039 | $6,746+93.3% | $4,953+163.3% | $5,535+135.6% |
| Admin fee / account holder | $0 | $115-100.0% | $11,989-100.0% | $292-100.0% |