Filed August 20, 2014
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 | $47,351 |
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 | $239,890 | $88,890+169.9% | $102,423+134.2% | $77,643+209.0% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.7pp |
| Annual return | 15.09% | 24.98%-9.9pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,485 | $2,698+66.3% | $3,023+48.4% | $2,726+64.5% |
| Participant deferral / active EE | $10,030 | $5,145+94.9% | $5,053+98.5% | $4,647+115.8% |
| Admin fee / account holder | $51 | $235-78.4% | $9,451-99.5% | $430-88.2% |