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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,356 |
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 | $214,216 | $73,823+190.2% | $379,746-43.6% | $73,488+191.5% |
| Participation rate | 68.9% | 73.1%-4.2pp | 78.4%-9.5pp | 70.7%-1.8pp |
| Annual return | 12.90% | 29.06%-16.2pp | 34.90%-22.0pp | 28.51%-15.6pp |
| Employer contribution / active EE | $2,090 | $2,472-15.4% | $3,540-40.9% | $2,270-7.9% |
| Participant deferral / active EE | $3,553 | $4,038-12.0% | $6,024-41.0% | $3,740-5.0% |
| Admin fee / account holder | $114 | $607-81.3% | $7,927-98.6% | $513-77.8% |