Filed February 8, 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $78,217 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,975 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,191 | $35,197+36.9% | $53,898-10.6% | $102,872-53.2% |
| Participation rate | 36.8% | 29.6%+7.2pp | 55.0%-18.1pp | 73.0%-36.2pp |
| Annual return | 13.85% | 17.55%-3.7pp | 528.60%-514.8pp | 19.06%-5.2pp |
| Employer contribution / active EE | $410 | $713-42.5% | $932-56.0% | $3,526-88.4% |
| Participant deferral / active EE | $1,641 | $1,333+23.1% | $1,826-10.2% | $5,535-70.4% |
| Admin fee / account holder | $203 | $834-75.7% | $2,491-91.9% | $292-30.5% |