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 | $62,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,973 | $72,254+208.6% | $86,677+157.2% | $64,808+244.1% |
| Participation rate | 92.7% | 80.4%+12.3pp | 76.6%+16.2pp | 71.5%+21.3pp |
| Annual return | -15.68% | 392.42%-408.1pp | 35.91%-51.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $4,631 | $2,393+93.5% | $2,836+63.3% | $2,506+84.8% |
| Participant deferral / active EE | $10,729 | $4,658+130.3% | $4,656+130.5% | $4,310+148.9% |
| Admin fee / account holder | $65 | $174-62.7% | $7,493-99.1% | $188-65.5% |