Filed July 18, 2013
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 10-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 Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $175,179 |
MERCER9+ years Service code 11 · EIN 13-2834414 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $152,750 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 101 S TRYON ST · CHARLOTTE, NC 28280 | Bank Trustee | $138,749 |
Service code 10 · EIN 72-0464428 | Accounting | $11,950 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $191,373-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.4%-2.4pp |
| Annual return | 11.75% | 9.09%+2.7pp | 8.46%+3.3pp | 22.81%-11.1pp |
| Employer contribution / active EE | $17,886 | $24,513-27.0% | $25,175-29.0% | $18,290-2.2% |
| Participant deferral / active EE | $0 | $603-100.0% | $181-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $730-100.0% | $85,222-100.0% |