Filed October 19, 2004
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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,264,082 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,435 | $69,651-27.6% | $90,223-44.1% | $69,651-27.6% |
| Participation rate | 95.3% | 66.6%+28.8pp | 79.0%+16.3pp | 66.6%+28.8pp |
| Annual return | -2.85% | 53.77%-56.6pp | 1.31%-4.2pp | 53.77%-56.6pp |
| Employer contribution / active EE | $3,398 | $2,241+51.7% | $4,378-22.4% | $2,241+51.7% |
| Participant deferral / active EE | $6,499 | $3,635+78.8% | $5,792+12.2% | $3,635+78.8% |
| Admin fee / account holder | $76 | $63+19.5% | $7,406-99.0% | $63+19.5% |