Filed November 14, 2011 (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 SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $115,207 |
Filed as: BILKEYKATZ INVESTMENTS CONSULTANTS Service code 16 · EIN 13-4226829 | Consulting | $46,403 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,975 | $124,732+118.8% | $180,183+51.5% | $85,563+219.0% |
| Participation rate | 99.0% | 83.2%+15.8pp | 77.4%+21.6pp | 66.0%+33.0pp |
| Annual return | 10.41% | 17.73%-7.3pp | 27.86%-17.4pp | 31.51%-21.1pp |
| Employer contribution / active EE | $8,084 | $5,370+50.5% | $5,039+60.4% | $2,654+204.6% |
| Participant deferral / active EE | $13,684 | $7,763+76.3% | $6,822+100.6% | $4,375+212.8% |
| Admin fee / account holder | $99 | $294-66.3% | $19,975-99.5% | $834-88.2% |