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 | $3,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,629 | $59,584-41.9% | $86,874-60.1% | $79,386-56.4% |
| Participation rate | 59.2% | 67.7%-8.4pp | 71.6%-12.4pp | 70.7%-11.5pp |
| Annual return | 12.68% | 23.15%-10.5pp | 63.52%-50.8pp | 116.85%-104.2pp |
| Employer contribution / active EE | $523 | $1,768-70.4% | $2,495-79.1% | $2,427-78.5% |
| Participant deferral / active EE | $1,529 | $3,036-49.6% | $3,699-58.7% | $4,046-62.2% |
| Admin fee / account holder | $39 | $604-93.6% | $5,828-99.3% | $626-93.8% |