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 | $7,802 |
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 | $233,588 | $82,130+184.4% | $453,369-48.5% | $79,386+194.2% |
| Participation rate | 63.2% | 73.4%-10.1pp | 78.0%-14.8pp | 70.7%-7.5pp |
| Annual return | 13.35% | 345.31%-332.0pp | 64.40%-51.0pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,939 | $2,659-27.1% | $4,070-52.4% | $2,427-20.1% |
| Participant deferral / active EE | $3,281 | $4,314-24.0% | $6,209-47.2% | $4,046-18.9% |
| Admin fee / account holder | $116 | $531-78.2% | $11,209-99.0% | $626-81.5% |