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 | $37,140 |
GROEN, KLUKA & COMPANY, P.C.7+ years Service code 10 · EIN 38-2527196 | Accounting | $11,180 |
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 | $103,210 | $91,746+12.5% | $146,665-29.6% | $93,030+10.9% |
| Participation rate | 81.8% | 80.9%+0.8pp | 80.1%+1.7pp | 73.9%+7.9pp |
| Annual return | 13.80% | 18.28%-4.5pp | 22.74%-8.9pp | 158.70%-144.9pp |
| Employer contribution / active EE | $4,517 | $2,815+60.5% | $4,136+9.2% | $2,706+66.9% |
| Participant deferral / active EE | $3,555 | $4,589-22.5% | $5,506-35.4% | $4,562-22.1% |
| Admin fee / account holder | $46 | $101-54.7% | $10,280-99.6% | $152-69.8% |