Filed April 15, 2010 (most recent of 2 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 | $692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,693 | $65,557-5.9% | $105,738-41.7% | $56,287+9.6% |
| Participation rate | 49.0% | 63.4%-14.4pp | 76.3%-27.3pp | 69.9%-20.9pp |
| Annual return | -6.02% | -1.32%-4.7pp | 6.27%-12.3pp | -9.96%+3.9pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $3,268-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,763 | $2,418+14.3% | $4,080-32.3% | $3,350-17.5% |
| Admin fee / account holder | $8 | $561-98.6% | $6,913-99.9% | $521-98.4% |