Filed December 27, 2011 (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 Service code 26 · EIN 13-5674085 150 N COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $29,596 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 320 PARK AVE · BUFFALO, NY 142010600 | Recordkeeping | $702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,566 | $47,126+9.4% | $149,673-65.5% | $74,419-30.7% |
| Participation rate | 30.8% | 63.4%-32.6pp | 78.8%-47.9pp | 70.7%-39.9pp |
| Annual return | 11.28% | 22.75%-11.5pp | 134.42%-123.1pp | 34.38%-23.1pp |
| Employer contribution / active EE | $857 | $1,905-55.0% | $4,818-82.2% | $2,637-67.5% |
| Participant deferral / active EE | $2,046 | $2,728-25.0% | $5,680-64.0% | $4,528-54.8% |
| Admin fee / account holder | $285 | $343-16.7% | $13,210-97.8% | $348-18.0% |