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 | $7,896 |
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 | $6,169 | $38,365-83.9% | $84,611-92.7% | $65,185-90.5% |
| Participation rate | 80.3% | 55.7%+24.7pp | 68.2%+12.1pp | 70.2%+10.1pp |
| Annual return | 17.86% | 32.00%-14.1pp | 258.74%-240.9pp | 29.38%-11.5pp |
| Employer contribution / active EE | $441 | $1,258-64.9% | $2,652-83.4% | $2,177-79.7% |
| Participant deferral / active EE | $1,061 | $2,278-53.5% | $3,899-72.8% | $3,514-69.8% |
| Admin fee / account holder | $63 | $451-86.0% | $4,912-98.7% | $847-92.5% |