Filed September 20, 2013
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 | $9,069 |
Service code 50 1805 STATE STREET · BETTENDORF, IA 52722 | Direct Payment | $7,250 |
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 | $48,472 | $37,317+29.9% | $77,024-37.1% | $77,904-37.8% |
| Participation rate | 14.3% | 46.9%-32.6pp | 67.9%-53.6pp | 73.7%-59.4pp |
| Annual return | -11.76% | -5.88%-5.9pp | 42.32%-54.1pp | 12.21%-24.0pp |
| Employer contribution / active EE | $374 | $1,218-69.3% | $2,812-86.7% | $2,848-86.9% |
| Participant deferral / active EE | $766 | $2,564-70.1% | $4,426-82.7% | $4,806-84.1% |
| Admin fee / account holder | $32 | $126-74.6% | $5,425-99.4% | $133-76.0% |