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 | $33,184 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $113,183 | $144,996-21.9% | $111,297+1.7% | $93,030+21.7% |
| Participation rate | 92.0% | 86.2%+5.8pp | 77.3%+14.7pp | 73.9%+18.1pp |
| Annual return | 23.76% | 18.26%+5.5pp | 54.65%-30.9pp | 158.70%-134.9pp |
| Employer contribution / active EE | $270 | $3,056-91.2% | $2,731-90.1% | $2,706-90.0% |
| Participant deferral / active EE | $3,824 | $5,587-31.6% | $4,487-14.8% | $4,562-16.2% |
| Admin fee / account holder | $8 | $103-91.8% | $7,964-99.9% | $152-94.4% |