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 | $28,868 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,853 | $130,141-31.0% | $86,677+3.7% | $77,904+15.3% |
| Participation rate | 92.3% | 85.9%+6.4pp | 76.6%+15.7pp | 73.7%+18.6pp |
| Annual return | -11.98% | -12.75%+0.8pp | 35.91%-47.9pp | 12.21%-24.2pp |
| Employer contribution / active EE | $452 | $3,220-85.9% | $2,836-84.0% | $2,848-84.1% |
| Participant deferral / active EE | $4,214 | $5,757-26.8% | $4,656-9.5% | $4,806-12.3% |
| Admin fee / account holder | $10 | $132-92.6% | $7,493-99.9% | $133-92.6% |