Filed December 24, 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, & SM Service code 19 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $33,009 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,961 | $78,275+30.3% | $109,143-6.6% | $86,799+17.5% |
| Participation rate | 99.7% | 73.8%+25.9pp | 75.9%+23.8pp | 72.3%+27.4pp |
| Annual return | 40.05% | 19.14%+20.9pp | 25.75%+14.3pp | 97.91%-57.9pp |
| Employer contribution / active EE | $5,691 | $3,105+83.3% | $3,722+52.9% | $2,405+136.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $89 | $198-55.0% | $6,752-98.7% | $170-47.4% |