Filed August 23, 2013 (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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $550,732 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,070 | $93,223-3.4% | $185,823-51.5% | $93,223-3.4% |
| Participation rate | 91.7% | 74.9%+16.8pp | 78.0%+13.7pp | 74.9%+16.8pp |
| Annual return | 16.48% | 19.29%-2.8pp | 35.95%-19.5pp | 19.29%-2.8pp |
| Employer contribution / active EE | $1,163 | $2,680-56.6% | $4,087-71.5% | $2,680-56.6% |
| Participant deferral / active EE | $5,430 | $4,563+19.0% | $5,632-3.6% | $4,563+19.0% |
| Admin fee / account holder | $125 | $79+57.9% | $9,500-98.7% | $79+57.9% |