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 | $7,398 |
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 | $310,992 | $136,266+128.2% | $90,749+242.7% | $77,904+299.2% |
| Participation rate | 96.5% | 86.6%+9.9pp | 75.7%+20.8pp | 73.7%+22.8pp |
| Annual return | -12.77% | -11.32%-1.4pp | -12.16%-0.6pp | 12.21%-25.0pp |
| Employer contribution / active EE | $4,959 | $4,215+17.7% | $2,921+69.8% | $2,848+74.1% |
| Participant deferral / active EE | $12,408 | $6,353+95.3% | $4,564+171.9% | $4,806+158.2% |
| Admin fee / account holder | $0 | $399-100.0% | $8,445-100.0% | $133-100.0% |