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 | $69,415 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 10 · EIN 22-3570392 | Accounting | $65,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $346,381 | $86,897+298.6% | $151,611+128.5% | $64,808+434.5% |
| Participation rate | 99.1% | 87.3%+11.8pp | 87.5%+11.6pp | 71.5%+27.6pp |
| Annual return | -19.07% | -3.57%-15.5pp | 3.33%-22.4pp | 32.82%-51.9pp |
| Employer contribution / active EE | $17,646 | $4,010+340.0% | $6,166+186.2% | $2,506+604.2% |
| Participant deferral / active EE | $9,829 | $6,690+46.9% | $8,363+17.5% | $4,310+128.0% |
| Admin fee / account holder | $148 | $153-3.2% | $11,616-98.7% | $188-21.1% |