Filed January 10, 2013
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Distribution (... | $53,290 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $38,222 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,197 | $63,745-57.3% | $98,442-72.4% | $79,386-65.7% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 13.77% | 625.80%-612.0pp | 1492.73%-1479.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,155 | $2,557-54.8% | $2,960-61.0% | $2,427-52.4% |
| Participant deferral / active EE | $5,750 | $3,303+74.1% | $4,276+34.5% | $4,046+42.1% |
| Admin fee / account holder | $125 | $516-75.7% | $5,949-97.9% | $626-80.0% |