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 | $166,681 |
MAULDIN & JENKINS7 years Service code 10 · EIN 58-0692043 | Accounting | $12,018 |
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 | $72,937 | $69,823+4.5% | $77,163-5.5% | $74,419-2.0% |
| Participation rate | 76.0% | 70.0%+6.0pp | 69.6%+6.4pp | 70.7%+5.2pp |
| Annual return | 13.47% | 19.98%-6.5pp | 37.87%-24.4pp | 34.38%-20.9pp |
| Employer contribution / active EE | $722 | $2,150-66.4% | $2,535-71.5% | $2,637-72.6% |
| Participant deferral / active EE | $2,891 | $3,558-18.7% | $3,833-24.6% | $4,528-36.2% |
| Admin fee / account holder | $202 | $398-49.1% | $5,472-96.3% | $348-41.8% |