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 | $5,831 |
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 | $4,558 | $33,067-86.2% | $76,523-94.0% | $56,287-91.9% |
| Participation rate | 86.1% | 55.4%+30.7pp | 68.0%+18.1pp | 69.9%+16.3pp |
| Annual return | -6.67% | 2.72%-9.4pp | -0.27%-6.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $470 | $1,200-60.8% | $2,647-82.2% | $2,111-77.7% |
| Participant deferral / active EE | $1,038 | $2,240-53.6% | $3,835-72.9% | $3,350-69.0% |
| Admin fee / account holder | $49 | $537-90.9% | $4,848-99.0% | $521-90.6% |