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 | $7,522 |
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 | $8,302 | $52,279-84.1% | $89,391-90.7% | $79,858-89.6% |
| Participation rate | 80.8% | 57.5%+23.2pp | 68.0%+12.8pp | 69.6%+11.1pp |
| Annual return | 12.89% | 22.16%-9.3pp | 245.62%-232.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $669 | $1,572-57.4% | $2,586-74.1% | $2,471-72.9% |
| Participant deferral / active EE | $1,587 | $2,740-42.1% | $3,890-59.2% | $3,740-57.6% |
| Admin fee / account holder | $74 | $3,356-97.8% | $4,881-98.5% | $5,306-98.6% |