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 | $14,088 |
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 | $34,265 | $95,561-64.1% | $77,163-55.6% | $139,434-75.4% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.28% | 54.92%-44.6pp | 37.87%-27.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $282 | $3,147-91.0% | $2,535-88.9% | $4,751-94.1% |
| Participant deferral / active EE | $1,876 | $4,624-59.4% | $3,833-51.1% | $6,710-72.0% |
| Admin fee / account holder | $224 | $8,295-97.3% | $5,472-95.9% | $11,403-98.0% |