Filed March 24, 2015 (most recent of 5 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,785 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,039 | $2,679,533-95.9% | $164,813-33.2% | $199,593-44.9% |
| Participation rate | 79.2% | 78.3%+0.9pp | 78.6%+0.6pp | 72.0%+7.2pp |
| Annual return | 10.91% | 17.93%-7.0pp | 69.93%-59.0pp | 34.25%-23.3pp |
| Employer contribution / active EE | $6,465 | $2,970+117.7% | $4,341+48.9% | $3,034+113.1% |
| Participant deferral / active EE | $4,337 | $5,010-13.4% | $6,031-28.1% | $5,087-14.7% |
| Admin fee / account holder | $2 | $1,982-99.9% | $12,690-100.0% | $269-99.4% |