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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,300 |
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 | $113,357 | $71,666+58.2% | $117,854-3.8% | $69,631+62.8% |
| Participation rate | 95.9% | 77.5%+18.4pp | 79.7%+16.3pp | 70.7%+25.3pp |
| Annual return | 14.85% | 18.86%-4.0pp | 335.08%-320.2pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $4,852 | $1,889+156.9% | $3,786+28.2% | $2,032+138.8% |
| Participant deferral / active EE | $5,441 | $3,340+62.9% | $4,482+21.4% | $3,224+68.8% |
| Admin fee / account holder | $2 | $120-98.7% | $8,020-100.0% | $110-98.6% |