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 | $121,526 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,654 | $84,993+39.6% | $129,995-8.7% | $80,160+48.0% |
| Participation rate | 97.6% | 79.5%+18.0pp | 78.5%+19.1pp | 72.9%+24.6pp |
| Annual return | 18.26% | 23.76%-5.5pp | -137.18%+155.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $3,863 | $3,051+26.6% | $4,320-10.6% | $2,978+29.7% |
| Participant deferral / active EE | $7,551 | $4,984+51.5% | $5,820+29.7% | $5,017+50.5% |
| Admin fee / account holder | $85 | $391-78.2% | $10,614-99.2% | $145-41.2% |