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 | $24,685 |
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 | $88,455 | $84,993+4.1% | $129,995-32.0% | $80,160+10.3% |
| Participation rate | 79.5% | 79.5%-0.1pp | 78.5%+1.0pp | 72.9%+6.5pp |
| Annual return | 16.05% | 23.76%-7.7pp | -137.18%+153.2pp | 40.38%-24.3pp |
| Employer contribution / active EE | $5,388 | $3,051+76.6% | $4,320+24.7% | $2,978+80.9% |
| Participant deferral / active EE | $3,587 | $4,984-28.0% | $5,820-38.4% | $5,017-28.5% |
| Admin fee / account holder | $9 | $391-97.7% | $10,614-99.9% | $145-93.7% |