Filed March 10, 2015
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 | $25,130 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,703 | $85,199-80.4% | $57,179-70.8% | $63,975-73.9% |
| Participation rate | 96.5% | 74.0%+22.5pp | 75.3%+21.2pp | 71.1%+25.4pp |
| Annual return | 8.36% | 10.43%-2.1pp | 14.59%-6.2pp | 48.65%-40.3pp |
| Employer contribution / active EE | $905 | $3,446-73.8% | $2,682-66.3% | $2,182-58.5% |
| Participant deferral / active EE | $2,241 | $3,109-27.9% | $3,096-27.6% | $3,356-33.2% |
| Admin fee / account holder | $81 | $39+109.5% | $3,139-97.4% | $70+14.9% |