Filed April 24, 2009 (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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,208 | $89,248+126.6% | $136,007+48.7% | $74,495+171.4% |
| Participation rate | 68.9% | 69.4%-0.6pp | 76.5%-7.6pp | 67.2%+1.7pp |
| Annual return | 11.63% | 22.76%-11.1pp | 579.32%-567.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,051 | $2,838-27.7% | $4,217-51.4% | $2,623-21.8% |
| Participant deferral / active EE | $3,609 | $4,598-21.5% | $7,025-48.6% | $4,346-17.0% |
| Admin fee / account holder | $98 | $1,545-93.6% | $6,858-98.6% | $1,942-94.9% |