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 | $65,545 |
MMA SECURITIES LLC5 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 | $425,620 | $100,227+324.7% | $169,993+150.4% | $74,419+471.9% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.0%+12.0pp | 70.7%+28.3pp |
| Annual return | 19.25% | 66.08%-46.8pp | 53.37%-34.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $10,899 | $4,263+155.7% | $6,785+60.6% | $2,637+313.3% |
| Participant deferral / active EE | $20,896 | $7,143+192.5% | $10,408+100.8% | $4,528+361.5% |
| Admin fee / account holder | $156 | $234-33.7% | $12,815-98.8% | $348-55.3% |