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 | $71,777 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 10 · EIN 22-3570392 | Accounting | $65,000 |
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 | $432,445 | $111,491+287.9% | $189,513+128.2% | $86,799+398.2% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.8%+11.0pp | 72.3%+26.5pp |
| Annual return | 15.07% | 83.50%-68.4pp | 555.15%-540.1pp | 97.91%-82.8pp |
| Employer contribution / active EE | $10,622 | $3,951+168.8% | $6,162+72.4% | $2,405+341.6% |
| Participant deferral / active EE | $18,747 | $6,437+191.3% | $8,221+128.0% | $4,131+353.8% |
| Admin fee / account holder | $151 | $189-20.2% | $12,045-98.7% | $170-11.2% |