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 38 · EIN 13-5674085 | Participant Communication | $1,880 |
UNITED FORMS FINISHING1 year Service code 36 · EIN 22-2378813 | Direct payment from the plan; Partici... | $235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,396 | $98,750-19.6% | $149,696-47.0% | $79,858-0.6% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.6pp |
| Annual return | 18.70% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $629 | $3,216-80.4% | $4,644-86.5% | $2,471-74.5% |
| Participant deferral / active EE | $4,953 | $5,680-12.8% | $6,842-27.6% | $3,740+32.4% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,309-99.9% | $5,306-99.8% |