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 | $7,361 |
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 | $186,968 | $69,848+167.7% | $115,756+61.5% | $66,914+179.4% |
| Participation rate | 59.2% | 70.6%-11.4pp | 77.1%-17.9pp | 69.8%-10.6pp |
| Annual return | -11.65% | 969.66%-981.3pp | 143.14%-154.8pp | 1.58%-13.2pp |
| Employer contribution / active EE | $1,782 | $2,613-31.8% | $3,793-53.0% | $2,544-30.0% |
| Participant deferral / active EE | $3,098 | $4,274-27.5% | $6,254-50.5% | $4,237-26.9% |
| Admin fee / account holder | $110 | $337-67.3% | $8,124-98.6% | $593-81.4% |