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 | $11,031 |
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 | $56,525 | $118,337-52.2% | $189,513-70.2% | $93,030-39.2% |
| Participation rate | 93.8% | 89.1%+4.7pp | 87.8%+6.0pp | 73.9%+19.9pp |
| Annual return | 18.97% | 21.77%-2.8pp | 555.15%-536.2pp | 158.70%-139.7pp |
| Employer contribution / active EE | $0 | $4,204-100.0% | $6,162-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $5,961 | $7,123-16.3% | $8,221-27.5% | $4,562+30.7% |
| Admin fee / account holder | $9 | $100-90.9% | $12,045-99.9% | $152-94.0% |