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 | $34,330 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $8,000 |
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 | $18,895 | $92,091-79.5% | $62,995-70.0% | $77,958-75.8% |
| Participation rate | 95.1% | 74.5%+20.6pp | 74.8%+20.3pp | 71.6%+23.4pp |
| Annual return | 15.51% | 16.23%-0.7pp | 87.57%-72.1pp | 20.87%-5.4pp |
| Employer contribution / active EE | $803 | $3,424-76.5% | $2,759-70.9% | $2,310-65.2% |
| Participant deferral / active EE | $2,442 | $3,361-27.3% | $3,329-26.6% | $3,537-30.9% |
| Admin fee / account holder | $24 | $48-50.7% | $3,600-99.3% | $97-75.7% |