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 & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $74,493 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $70,495 |
ADP BROKER-DEALER10+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,327 | $31,741+33.3% | $56,441-25.0% | $199,768-78.8% |
| Participation rate | 37.4% | 32.3%+5.1pp | 52.5%-15.1pp | 72.0%-34.6pp |
| Annual return | 13.75% | 14.72%-1.0pp | 1704.21%-1690.5pp | 34.26%-20.5pp |
| Employer contribution / active EE | $452 | $508-11.0% | $1,039-56.5% | $3,037-85.1% |
| Participant deferral / active EE | $1,779 | $1,184+50.3% | $1,953-8.9% | $5,090-65.0% |
| Admin fee / account holder | $209 | $426-51.0% | $2,829-92.6% | $269-22.4% |