Filed January 19, 2015 (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 |
|---|---|---|
MERRIL LYNCH10+ years Filed as: MERILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 250 VESEY STREET · NEW YORK, NY 10281 | Recordkeeping | $62,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,313 | $96,486+62.0% | $153,485+1.8% | $77,643+101.3% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.1%+16.7pp | 70.6%+23.2pp |
| Annual return | 13.16% | 14.44%-1.3pp | 15.65%-2.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $8,760 | $5,224+67.7% | $5,039+73.9% | $2,726+221.4% |
| Participant deferral / active EE | $9,309 | $6,609+40.9% | $6,757+37.8% | $4,647+100.3% |
| Admin fee / account holder | $53 | $182-70.7% | $12,724-99.6% | $430-87.6% |