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 | $990 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $3,829 | $36,767-89.6% | $81,478-95.3% | $62,292-93.9% |
| Participation rate | 85.7% | 54.4%+31.3pp | 68.0%+17.8pp | 69.5%+16.2pp |
| Annual return | 17.74% | 173.80%-156.1pp | 38.78%-21.0pp | 28.90%-11.2pp |
| Employer contribution / active EE | $486 | $1,128-56.9% | $2,568-81.1% | $2,042-76.2% |
| Participant deferral / active EE | $829 | $2,111-60.7% | $3,537-76.6% | $3,169-73.8% |
| Admin fee / account holder | $8 | $797-99.0% | $4,561-99.8% | $479-98.3% |