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 | $139,400 |
MAULDIN & JENKINS8 years Service code 10 · EIN 58-0692043 | Accounting | $14,608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,554 | $66,457+18.2% | $81,382-3.5% | $77,643+1.2% |
| Participation rate | 76.4% | 68.7%+7.7pp | 69.5%+7.0pp | 70.6%+5.9pp |
| Annual return | 11.72% | 15.93%-4.2pp | 24.73%-13.0pp | 31.24%-19.5pp |
| Employer contribution / active EE | $380 | $2,159-82.4% | $2,463-84.6% | $2,726-86.1% |
| Participant deferral / active EE | $3,130 | $3,679-14.9% | $3,883-19.4% | $4,647-32.7% |
| Admin fee / account holder | $176 | $583-69.7% | $5,768-96.9% | $430-59.0% |