Filed June 18, 2010 (most recent of 4 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,110 |
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 | $36,552 | $82,546-55.7% | $140,016-73.9% | $75,289-51.5% |
| Participation rate | 94.9% | 88.4%+6.5pp | 87.5%+7.4pp | 72.4%+22.5pp |
| Annual return | 21.61% | -0.36%+22.0pp | 651.12%-629.5pp | -0.04%+21.7pp |
| Employer contribution / active EE | $0 | $3,856-100.0% | $5,606-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,188 | $5,731-26.9% | $6,927-39.5% | $3,739+12.0% |
| Admin fee / account holder | $4 | $86-95.0% | $10,705-100.0% | $102-95.8% |