Filed August 14, 2013
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 | $452,918 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,392 | $125,029+41.9% | $90,749+95.5% | $78,044+127.3% |
| Participation rate | 98.0% | 93.0%+5.0pp | 75.7%+22.3pp | 74.4%+23.5pp |
| Annual return | -18.16% | -14.80%-3.4pp | -12.16%-6.0pp | 10.87%-29.0pp |
| Employer contribution / active EE | $8,130 | $4,916+65.4% | $2,921+178.4% | $3,125+160.2% |
| Participant deferral / active EE | $9,235 | $7,684+20.2% | $4,564+102.3% | $5,084+81.6% |
| Admin fee / account holder | $53 | $56-5.3% | $8,445-99.4% | $79-33.1% |