Filed December 25, 2013
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 15 · EIN 13-5674085 | Recordkeeping | $219,243 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,536 | $102,389+91.0% | $100,516+94.5% | $90,288+116.6% |
| Participation rate | 77.7% | 84.0%-6.3pp | 79.4%-1.7pp | 73.4%+4.4pp |
| Annual return | 17.90% | 22.50%-4.6pp | 30.89%-13.0pp | 53.97%-36.1pp |
| Employer contribution / active EE | $3,967 | $3,056+29.8% | $3,418+16.1% | $2,524+57.2% |
| Participant deferral / active EE | $8,732 | $7,514+16.2% | $6,270+39.3% | $4,232+106.3% |
| Admin fee / account holder | $111 | $83+33.0% | $8,081-98.6% | $114-2.9% |