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 Service code 15 · EIN 13-5674085 | Recordkeeping | $1,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,293 | $102,382+34.1% | $147,005-6.6% | $80,874+69.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.2pp | 67.6%+28.7pp |
| Annual return | 16.57% | 134.89%-118.3pp | 418.76%-402.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $6,268 | $3,715+68.7% | $4,934+27.0% | $2,756+127.4% |
| Participant deferral / active EE | $6,288 | $6,646-5.4% | $8,070-22.1% | $4,297+46.3% |
| Admin fee / account holder | $13 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |