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 | $13,840 |
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 | $363,637 | $112,623+222.9% | $106,213+242.4% | $199,593+82.2% |
| Participation rate | 97.0% | 86.2%+10.7pp | 75.3%+21.7pp | 72.0%+25.0pp |
| Annual return | 13.49% | 15.57%-2.1pp | 116.14%-102.6pp | 34.25%-20.8pp |
| Employer contribution / active EE | $4,611 | $4,575+0.8% | $3,171+45.4% | $3,034+52.0% |
| Participant deferral / active EE | $11,715 | $6,659+75.9% | $5,016+133.6% | $5,087+130.3% |
| Admin fee / account holder | $0 | $107-100.0% | $11,033-100.0% | $269-100.0% |