Filed May 15, 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $75,793 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,198 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,725 | $42,886+50.9% | $88,946-27.2% | $85,563-24.4% |
| Participation rate | 47.7% | 37.9%+9.8pp | 68.8%-21.2pp | 66.0%-18.3pp |
| Annual return | 20.22% | 44.56%-24.3pp | 57.82%-37.6pp | 31.51%-11.3pp |
| Employer contribution / active EE | $1,346 | $1,147+17.3% | $2,555-47.3% | $2,654-49.3% |
| Participant deferral / active EE | $6,369 | $2,108+202.2% | $4,581+39.0% | $4,375+45.6% |
| Admin fee / account holder | $217 | $2,263-90.4% | $8,261-97.4% | $834-74.0% |