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 ST · CHARLOTTE, NC 28255 | Advisory (Participants) | $33,382 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 320 PARK AVE · BUFFALO, NY 142010600 | Recordkeeping | $1,034 |
Filed as: PENSION INVESTORS Service code 13 · EIN 59-1558855 220 E CENTRAL PKWY #3040 · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,147 | $50,815+14.4% | $155,509-62.6% | $77,643-25.1% |
| Participation rate | 25.4% | 63.1%-37.7pp | 78.2%-52.8pp | 70.6%-45.1pp |
| Annual return | 23.95% | 34.80%-10.9pp | 64.67%-40.7pp | 31.24%-7.3pp |
| Employer contribution / active EE | $680 | $1,993-65.9% | $4,672-85.5% | $2,726-75.1% |
| Participant deferral / active EE | $1,678 | $2,822-40.5% | $5,626-70.2% | $4,647-63.9% |
| Admin fee / account holder | $318 | $437-27.1% | $15,912-98.0% | $430-26.1% |