Filed August 27, 2015 (most recent of 6 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 50 · EIN 13-5674085 | Direct Payment | $19,026 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,206 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,543 | $59,186-56.8% | $76,768-66.7% | $56,287-54.6% |
| Participation rate | 81.0% | 75.2%+5.8pp | 77.0%+4.0pp | 69.9%+11.2pp |
| Annual return | -4.72% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.2pp |
| Employer contribution / active EE | $193 | $1,759-89.0% | $2,485-92.2% | $2,111-90.9% |
| Participant deferral / active EE | $2,358 | $3,255-27.5% | $3,852-38.8% | $3,350-29.6% |
| Admin fee / account holder | $99 | $489-79.8% | $6,675-98.5% | $521-81.0% |