Filed March 11, 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 4-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 Service code 16 · EIN 13-5674085 | Consulting | $157,383 |
Service code 12 · EIN 13-3689044 | Participant communication; Float reve... | $62,732 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,422 | $82,917+13.9% | $103,333-8.6% | $77,643+21.6% |
| Participation rate | 95.6% | 71.6%+24.0pp | 74.5%+21.1pp | 70.6%+25.0pp |
| Annual return | 10.99% | 19.13%-8.1pp | 24.88%-13.9pp | 31.24%-20.2pp |
| Employer contribution / active EE | $4,509 | $3,552+27.0% | $3,868+16.6% | $2,726+65.4% |
| Participant deferral / active EE | $6,037 | $4,108+46.9% | $5,057+19.4% | $4,647+29.9% |
| Admin fee / account holder | $240 | $638-62.4% | $8,355-97.1% | $430-44.3% |