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 | $11,036 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,293 | $95,776-55.8% | $162,163-73.9% | $77,787-45.6% |
| Participation rate | 96.5% | 88.6%+7.8pp | 87.6%+8.9pp | 73.2%+23.2pp |
| Annual return | 21.86% | 37.03%-15.2pp | 115.59%-93.7pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1 | $3,874-100.0% | $5,614-100.0% | $2,504-99.9% |
| Participant deferral / active EE | $4,956 | $6,125-19.1% | $7,298-32.1% | $3,967+24.9% |
| Admin fee / account holder | $4 | $88-95.9% | $10,843-100.0% | $100-96.4% |