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 | $162,634 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,398 | $78,419+63.7% | $133,956-4.1% | $73,409+74.9% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.8%+19.2pp | 72.2%+26.8pp |
| Annual return | 15.01% | 33.35%-18.3pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $2,578 | $2,044+26.2% | $3,919-34.2% | $2,234+15.4% |
| Participant deferral / active EE | $7,125 | $3,925+81.5% | $5,048+41.2% | $3,805+87.2% |
| Admin fee / account holder | $151 | $161-6.3% | $8,927-98.3% | $158-4.3% |