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 | $1,864 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,928 | $105,181-12.6% | $159,436-42.3% | $85,850+7.1% |
| Participation rate | 82.7% | 75.8%+6.9pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 15.79% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.7pp |
| Employer contribution / active EE | $616 | $3,318-81.5% | $4,829-87.3% | $2,565-76.0% |
| Participant deferral / active EE | $5,758 | $5,945-3.1% | $7,352-21.7% | $3,952+45.7% |
| Admin fee / account holder | $9 | $6,933-99.9% | $10,799-99.9% | $6,260-99.9% |