Filed July 31, 2019
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 7-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 | $110,937 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,977 | $69,159+69.1% | $125,175-6.5% | $67,579+73.1% |
| Participation rate | 94.2% | 78.2%+16.0pp | 79.8%+14.4pp | 71.3%+22.9pp |
| Annual return | 22.61% | 27.12%-4.5pp | 43.79%-21.2pp | 378.56%-355.9pp |
| Employer contribution / active EE | $3,691 | $2,023+82.4% | $3,865-4.5% | $2,148+71.8% |
| Participant deferral / active EE | $7,096 | $3,700+91.8% | $4,937+43.7% | $3,539+100.5% |
| Admin fee / account holder | $101 | $142-29.0% | $9,702-99.0% | $142-29.3% |