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 | $21,727 |
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 | $389,228 | $104,631+272.0% | $98,439+295.4% | $80,160+385.6% |
| Participation rate | 96.6% | 87.5%+9.1pp | 75.2%+21.5pp | 72.9%+23.7pp |
| Annual return | 31.68% | 34.72%-3.0pp | 21.16%+10.5pp | 40.38%-8.7pp |
| Employer contribution / active EE | $4,996 | $4,517+10.6% | $3,048+63.9% | $2,978+67.8% |
| Participant deferral / active EE | $12,638 | $6,545+93.1% | $4,738+166.8% | $5,017+151.9% |
| Admin fee / account holder | $0 | $105-100.0% | $8,948-100.0% | $145-100.0% |