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 | $39,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,509 | $92,971+21.0% | $96,683+16.4% | $74,419+51.2% |
| Participation rate | 99.1% | 71.5%+27.6pp | 74.3%+24.8pp | 70.7%+28.4pp |
| Annual return | 36.53% | 37.49%-1.0pp | 35.69%+0.8pp | 34.38%+2.2pp |
| Employer contribution / active EE | $11,581 | $3,426+238.1% | $3,737+209.9% | $2,637+339.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $73 | $633-88.4% | $6,730-98.9% | $348-79.0% |