Filed January 14, 2009
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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $111,100 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $28,006 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,660 | $104,317+58.8% | $159,436+3.9% | $86,799+90.9% |
| Participation rate | 82.3% | 77.7%+4.6pp | 82.8%-0.5pp | 72.3%+10.0pp |
| Annual return | 27.75% | 26.32%+1.4pp | 263.57%-235.8pp | 97.91%-70.2pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $60 | $172-65.0% | $10,799-99.4% | $170-64.5% |