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 | $47,722 |
GROEN, KLUKA & COMPANY, P.C.8+ years Service code 10 · EIN 38-2527196 | Accounting | $11,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,828 | $84,000-1.4% | $119,609-30.8% | $77,904+6.3% |
| Participation rate | 77.9% | 77.8%0pp | 79.3%-1.4pp | 73.7%+4.2pp |
| Annual return | -12.98% | -11.59%-1.4pp | -14.97%+2.0pp | 12.21%-25.2pp |
| Employer contribution / active EE | $4,937 | $2,907+69.8% | $4,232+16.7% | $2,848+73.4% |
| Participant deferral / active EE | $3,632 | $4,705-22.8% | $5,602-35.2% | $4,806-24.4% |
| Admin fee / account holder | $37 | $116-68.4% | $10,323-99.6% | $133-72.4% |