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 | $7,939 |
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 | $368,492 | $114,195+222.7% | $106,548+245.8% | $93,030+296.1% |
| Participation rate | 96.1% | 86.4%+9.7pp | 76.1%+20.0pp | 73.9%+22.2pp |
| Annual return | 5.95% | 22.18%-16.2pp | 26.80%-20.9pp | 158.70%-152.8pp |
| Employer contribution / active EE | $4,900 | $4,009+22.2% | $2,819+73.8% | $2,706+81.1% |
| Participant deferral / active EE | $12,193 | $5,908+106.4% | $4,398+177.2% | $4,562+167.3% |
| Admin fee / account holder | $0 | $105-100.0% | $7,407-100.0% | $152-100.0% |