Filed July 1, 2010 (most recent of 3 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 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 PIERCE FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $40,453 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES Service code 10 · EIN 22-3570392 | Accounting | $16,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,806 | $111,608+234.0% | $177,821+109.7% | $73,409+407.8% |
| Participation rate | 98.9% | 87.9%+11.0pp | 87.7%+11.2pp | 72.2%+26.7pp |
| Annual return | 17.33% | 18.23%-0.9pp | 48.32%-31.0pp | 59.29%-42.0pp |
| Employer contribution / active EE | $9,073 | $3,796+139.0% | $5,918+53.3% | $2,234+306.2% |
| Participant deferral / active EE | $15,534 | $6,199+150.6% | $7,714+101.4% | $3,805+308.2% |
| Admin fee / account holder | $54 | $166-67.4% | $12,427-99.6% | $158-65.8% |