Filed January 14, 2009 (most recent of 4 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 9-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 | $135,123 |
MAULDIN & JENKINS6 years Service code 10 · EIN 58-0692043 | Accounting | $12,018 |
Employer contribution per participant 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 | $63,402 | $56,503+12.2% | $70,092-9.5% | $64,808-2.2% |
| Participation rate | 77.9% | 70.5%+7.4pp | 70.5%+7.4pp | 71.5%+6.4pp |
| Annual return | -14.80% | -13.44%-1.4pp | 190.73%-205.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $368 | $2,046-82.0% | $2,559-85.6% | $2,506-85.3% |
| Participant deferral / active EE | $2,994 | $3,389-11.7% | $3,849-22.2% | $4,310-30.5% |
| Admin fee / account holder | $160 | $160+0.1% | $6,267-97.4% | $188-14.6% |