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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $905 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,014 | $51,244+612.3% | $80,975+350.8% | $55,167+561.7% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.8%+23.2pp | 69.0%+30.1pp |
| Annual return | 8.17% | 17.39%-9.2pp | 17.10%-8.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $18,617 | $1,770+951.7% | $3,714+401.2% | $1,963+848.6% |
| Participant deferral / active EE | $12,335 | $4,418+179.2% | $5,696+116.5% | $3,054+303.9% |
| Admin fee / account holder | $246 | $398-38.1% | $5,516-95.5% | $504-51.1% |