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 | $133,095 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,761 | $71,142+61.3% | $119,609-4.1% | $64,808+77.1% |
| Participation rate | 96.2% | 78.6%+17.6pp | 79.3%+17.0pp | 71.5%+24.7pp |
| Annual return | -18.17% | -10.01%-8.2pp | -14.97%-3.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $3,761 | $2,497+50.6% | $4,232-11.1% | $2,506+50.1% |
| Participant deferral / active EE | $7,334 | $4,490+63.4% | $5,602+30.9% | $4,310+70.2% |
| Admin fee / account holder | $101 | $162-37.6% | $10,323-99.0% | $188-46.2% |