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 28 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $46,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,783 | $82,917+124.1% | $103,333+79.8% | $77,643+139.3% |
| Participation rate | 99.2% | 71.6%+27.7pp | 74.5%+24.7pp | 70.6%+28.7pp |
| Annual return | 82.39% | 19.13%+63.3pp | 24.88%+57.5pp | 31.24%+51.1pp |
| Employer contribution / active EE | $14,743 | $3,552+315.1% | $3,868+281.2% | $2,726+440.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $81 | $638-87.3% | $8,355-99.0% | $430-81.2% |