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 | $16,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,226 | $84,487+67.2% | $125,339+12.7% | $66,914+111.1% |
| Participation rate | 64.4% | 76.4%-12.0pp | 82.4%-18.0pp | 69.8%-5.4pp |
| Annual return | -13.63% | -8.39%-5.2pp | 572.05%-585.7pp | 1.58%-15.2pp |
| Employer contribution / active EE | $1,302 | $3,553-63.4% | $4,814-73.0% | $2,544-48.8% |
| Participant deferral / active EE | $5,026 | $6,781-25.9% | $7,446-32.5% | $4,237+18.6% |
| Admin fee / account holder | $187 | $685-72.8% | $10,010-98.1% | $593-68.6% |