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 | $706 |
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 | $3,286 | $32,425-89.9% | $74,583-95.6% | $55,167-94.0% |
| Participation rate | 71.1% | 54.0%+17.1pp | 68.1%+2.9pp | 69.0%+2.1pp |
| Annual return | 55.83% | 10.63%+45.2pp | 20.47%+35.4pp | 169.23%-113.4pp |
| Employer contribution / active EE | $264 | $1,043-74.7% | $2,525-89.6% | $1,963-86.6% |
| Participant deferral / active EE | $651 | $1,995-67.3% | $3,458-81.2% | $3,054-78.7% |
| Admin fee / account holder | $8 | $748-98.9% | $4,138-99.8% | $504-98.4% |