Filed April 1, 2012
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 |
|---|---|---|
FIRST PARTY ADMINISTRATOR, LLC2+ years Service code 13 · EIN 46-2023154 5352 PEACHTREE RD · ATLATNA, GA 30341 | Contract Administrator | $15,255 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,363 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 47-0533629 200 S. 108TH AVE · OMAHA, NE 68154 | Securities brokerage | $10 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 · EIN 13-2740599 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,907 | $57,921-65.6% | $84,750-76.5% | $57,658-65.5% |
| Participation rate | 93.0% | 72.9%+20.0pp | 76.6%+16.4pp | 70.2%+22.7pp |
| Annual return | 9.77% | 10.24%-0.5pp | 22.78%-13.0pp | 5.13%+4.6pp |
| Employer contribution / active EE | $1,370 | $2,598-47.3% | $3,574-61.7% | $1,974-30.6% |
| Participant deferral / active EE | $3,408 | $2,742+24.3% | $3,712-8.2% | $3,061+11.4% |
| Admin fee / account holder | $23 | $130-82.1% | $5,332-99.6% | $95-75.5% |