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 | $60,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,505 | $99,078+128.6% | $96,544+134.6% | $74,419+204.4% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.0%+18.7pp | 70.7%+23.9pp |
| Annual return | 18.85% | 22.48%-3.6pp | 25.84%-7.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $4,045 | $2,570+57.4% | $2,965+36.4% | $2,637+53.4% |
| Participant deferral / active EE | $8,983 | $4,933+82.1% | $4,851+85.2% | $4,528+98.4% |
| Admin fee / account holder | $62 | $225-72.3% | $8,252-99.2% | $348-82.1% |