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 | $16,276 |
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 | $103,399 | $104,697-1.2% | $96,544+7.1% | $80,160+29.0% |
| Participation rate | 90.8% | 86.4%+4.5pp | 76.0%+14.9pp | 72.9%+17.9pp |
| Annual return | 18.56% | 21.78%-3.2pp | 25.84%-7.3pp | 40.38%-21.8pp |
| Employer contribution / active EE | $580 | $3,536-83.6% | $2,965-80.5% | $2,978-80.5% |
| Participant deferral / active EE | $4,188 | $6,188-32.3% | $4,851-13.7% | $5,017-16.5% |
| Admin fee / account holder | $13 | $107-87.9% | $8,252-99.8% | $145-91.1% |