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 | $622 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,592 | $65,862+34.5% | $124,672-28.9% | $79,386+11.6% |
| Participation rate | 41.0% | 62.2%-21.2pp | 74.6%-33.6pp | 70.7%-29.7pp |
| Annual return | 13.04% | 19.02%-6.0pp | 5142.93%-5129.9pp | 116.85%-103.8pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,085 | $2,772-24.8% | $4,614-54.8% | $4,046-48.5% |
| Admin fee / account holder | $9 | $673-98.7% | $7,493-99.9% | $626-98.6% |