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 | $42,695 |
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 | $378,751 | $105,190+260.1% | $98,907+282.9% | $90,288+319.5% |
| Participation rate | 96.1% | 86.4%+9.8pp | 76.0%+20.1pp | 73.4%+22.8pp |
| Annual return | 2.63% | 18.52%-15.9pp | 196.43%-193.8pp | 53.97%-51.3pp |
| Employer contribution / active EE | $4,632 | $3,831+20.9% | $2,689+72.3% | $2,524+83.5% |
| Participant deferral / active EE | $11,400 | $5,616+103.0% | $4,244+168.6% | $4,232+169.4% |
| Admin fee / account holder | $0 | $97-100.0% | $6,642-100.0% | $114-100.0% |