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 AND S Service code 19 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $43,090 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,713 | $106,236-8.0% | $112,228-12.9% | $64,808+50.8% |
| Participation rate | 99.3% | 71.7%+27.6pp | 75.1%+24.2pp | 71.5%+27.8pp |
| Annual return | 3.87% | -6.02%+9.9pp | 27.45%-23.6pp | 32.82%-28.9pp |
| Employer contribution / active EE | $11,836 | $3,166+273.8% | $3,635+225.6% | $2,506+372.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $97 | $452-78.5% | $6,410-98.5% | $188-48.3% |