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 | $63,388 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,809 | $79,519+231.8% | $95,952+174.9% | $73,409+259.4% |
| Participation rate | 98.3% | 81.2%+17.1pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 11.60% | 19.20%-7.6pp | 91.61%-80.0pp | 59.29%-47.7pp |
| Employer contribution / active EE | $3,710 | $2,048+81.2% | $2,541+46.0% | $2,234+66.1% |
| Participant deferral / active EE | $8,966 | $4,138+116.7% | $4,167+115.2% | $3,805+135.6% |
| Admin fee / account holder | $42 | $184-77.1% | $6,795-99.4% | $158-73.2% |