Filed April 14, 2015
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,446 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $542,375 | $77,503+599.8% | $100,391+440.3% | $80,856+570.8% |
| Participation rate | 96.4% | 76.9%+19.4pp | 81.5%+14.9pp | 67.6%+28.7pp |
| Annual return | 14.08% | 37.20%-23.1pp | 49.20%-35.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $23,666 | $2,801+745.0% | $3,942+500.4% | $2,755+759.1% |
| Participant deferral / active EE | $15,316 | $6,820+124.6% | $8,082+89.5% | $4,296+256.5% |
| Admin fee / account holder | $12 | $5,897-99.8% | $7,899-99.9% | $6,918-99.8% |