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 | $670 |
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 | $469,797 | $64,348+630.1% | $90,160+421.1% | $70,131+569.9% |
| Participation rate | 98.9% | 70.4%+28.4pp | 76.9%+22.0pp | 69.5%+29.3pp |
| Annual return | 19.16% | 28.13%-9.0pp | 34.88%-15.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $20,370 | $2,046+895.8% | $3,318+513.9% | $2,342+769.6% |
| Participant deferral / active EE | $14,702 | $4,389+235.0% | $5,288+178.1% | $3,332+341.3% |
| Admin fee / account holder | $5 | $3,944-99.9% | $5,943-99.9% | $4,645-99.9% |