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 | $6,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,199 | $56,114-80.0% | $96,139-88.4% | $85,850-87.0% |
| Participation rate | 83.1% | 56.7%+26.4pp | 68.4%+14.7pp | 69.3%+13.8pp |
| Annual return | 12.31% | 42.30%-30.0pp | 191.94%-179.6pp | 318.53%-306.2pp |
| Employer contribution / active EE | $755 | $1,620-53.4% | $2,797-73.0% | $2,565-70.5% |
| Participant deferral / active EE | $1,873 | $2,859-34.5% | $4,349-56.9% | $3,952-52.6% |
| Admin fee / account holder | $61 | $3,768-98.4% | $5,537-98.9% | $6,260-99.0% |