Filed January 12, 2012 (most recent of 4 filings on file)
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 52 · EIN 13-5674085 | Indirect Investment Fees | $100,649 |
HARVEY & HOROWITZ1 year Service code 10 · EIN 06-1187390 | Accounting | $22,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $10,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,372 | $82,202+58.6% | $125,339+4.0% | $64,808+101.2% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -15.72% | 3.48%-19.2pp | 572.05%-587.8pp | 32.82%-48.5pp |
| Employer contribution / active EE | $6,084 | $3,615+68.3% | $4,814+26.4% | $2,506+142.8% |
| Participant deferral / active EE | $6,933 | $7,175-3.4% | $7,446-6.9% | $4,310+60.8% |
| Admin fee / account holder | $113 | $163-30.9% | $10,010-98.9% | $188-40.0% |