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 & SMI Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $8,334 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $380,204 | $96,403+294.4% | $93,606+306.2% | $77,787+388.8% |
| Participation rate | 96.0% | 87.6%+8.4pp | 75.8%+20.2pp | 73.2%+22.8pp |
| Annual return | 18.46% | 39.36%-20.9pp | 32.76%-14.3pp | 32.57%-14.1pp |
| Employer contribution / active EE | $4,484 | $3,616+24.0% | $2,718+65.0% | $2,504+79.0% |
| Participant deferral / active EE | $11,161 | $5,341+109.0% | $4,069+174.3% | $3,967+181.3% |
| Admin fee / account holder | $0 | $90-100.0% | $7,888-100.0% | $100-100.0% |