Filed November 21, 2013 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $260,910 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,200 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,207 | $69,238-18.8% | $185,823-69.8% | $101,517-44.6% |
| Participation rate | 92.1% | 73.5%+18.6pp | 81.7%+10.4pp | 74.6%+17.6pp |
| Annual return | 16.76% | 21.26%-4.5pp | 122.05%-105.3pp | 21.00%-4.2pp |
| Employer contribution / active EE | $1,276 | $2,104-39.4% | $5,167-75.3% | $2,973-57.1% |
| Participant deferral / active EE | $4,666 | $3,764+24.0% | $5,568-16.2% | $4,873-4.2% |
| Admin fee / account holder | $47 | $66-29.2% | $16,237-99.7% | $139-66.3% |