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 |
|---|---|---|
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $36,040 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,843 |
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 | $350,462 | $134,045+161.4% | $80,019+338.0% | $75,289+365.5% |
| Participation rate | 96.2% | 85.8%+10.4pp | 75.8%+20.3pp | 72.4%+23.7pp |
| Annual return | -2.75% | -0.56%-2.2pp | 11.22%-14.0pp | -0.04%-2.7pp |
| Employer contribution / active EE | $4,576 | $3,492+31.0% | $2,468+85.4% | $2,405+90.3% |
| Participant deferral / active EE | $11,770 | $4,976+136.5% | $3,686+219.4% | $3,739+214.8% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |