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 | $73,815 |
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 | $288,023 | $185,342+55.4% | $111,297+158.8% | $86,799+231.8% |
| Participation rate | 98.8% | 81.0%+17.8pp | 77.3%+21.5pp | 72.3%+26.5pp |
| Annual return | 18.00% | 500.80%-482.8pp | 54.65%-36.7pp | 97.91%-79.9pp |
| Employer contribution / active EE | $3,505 | $2,246+56.0% | $2,731+28.3% | $2,405+45.7% |
| Participant deferral / active EE | $10,139 | $4,458+127.4% | $4,487+126.0% | $4,131+145.4% |
| Admin fee / account holder | $62 | $255-75.7% | $7,964-99.2% | $170-63.5% |