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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $51,357 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Distribu... | $37,509 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,920 | $65,908-31.8% | $81,812-45.1% | $77,643-42.1% |
| Participation rate | 79.1% | 65.8%+13.3pp | 72.3%+6.8pp | 70.6%+8.5pp |
| Annual return | 15.68% | 26.64%-11.0pp | 773.79%-758.1pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,493 | $2,370-37.0% | $2,912-48.7% | $2,726-45.2% |
| Participant deferral / active EE | $4,774 | $3,505+36.2% | $4,319+10.5% | $4,647+2.7% |
| Admin fee / account holder | $172 | $526-67.4% | $7,386-97.7% | $430-60.1% |