Filed August 3, 2012 (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, PEIRCE, FENNER & SMI Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $12,648 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE · WASHINGTON, DC 20036 | Legal | $7,658 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,886 | $104,475+4.2% | $159,436-31.7% | $79,386+37.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 13.57% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $1,225 | $3,417-64.1% | $4,829-74.6% | $2,427-49.5% |
| Participant deferral / active EE | $4,702 | $6,467-27.3% | $7,352-36.0% | $4,046+16.2% |
| Admin fee / account holder | $164 | $711-77.0% | $10,799-98.5% | $626-73.9% |