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 | $6,693 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $45 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,423 | $45,863-77.3% | $77,024-86.5% | $68,494-84.8% |
| Participation rate | 84.9% | 55.9%+29.0pp | 67.9%+17.0pp | 67.9%+17.0pp |
| Annual return | -14.60% | 1.72%-16.3pp | 42.32%-56.9pp | -7.84%-6.8pp |
| Employer contribution / active EE | $707 | $1,650-57.1% | $2,812-74.9% | $2,596-72.8% |
| Participant deferral / active EE | $1,848 | $2,962-37.6% | $4,426-58.3% | $4,027-54.1% |
| Admin fee / account holder | $63 | $3,041-97.9% | $5,425-98.8% | $5,403-98.8% |