Filed July 18, 2017 (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 | $108 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,584 | $31,109-94.9% | $67,711-97.7% | $52,331-97.0% |
| Participation rate | 78.6% | 54.0%+24.7pp | 67.5%+11.1pp | 68.1%+10.5pp |
| Annual return | -2.84% | 23.70%-26.5pp | 25.41%-28.2pp | 4.54%-7.4pp |
| Employer contribution / active EE | $308 | $1,076-71.4% | $2,559-88.0% | $1,882-83.6% |
| Participant deferral / active EE | $703 | $1,970-64.3% | $3,585-80.4% | $3,022-76.7% |
| Admin fee / account holder | $1 | $466-99.7% | $4,255-100.0% | $592-99.8% |