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 | $3,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,561 | $43,504-25.2% | $68,793-52.7% | $56,287-42.2% |
| Participation rate | 59.1% | 67.8%-8.8pp | 72.2%-13.2pp | 69.9%-10.8pp |
| Annual return | -2.91% | -3.15%+0.2pp | -4.63%+1.7pp | -9.96%+7.0pp |
| Employer contribution / active EE | $510 | $1,525-66.5% | $2,625-80.6% | $2,111-75.8% |
| Participant deferral / active EE | $1,178 | $2,509-53.0% | $3,311-64.4% | $3,350-64.8% |
| Admin fee / account holder | $74 | $515-85.5% | $5,131-98.5% | $521-85.7% |