Filed February 11, 2005 (most recent of 2 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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $105,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,268 | $34,910+18.2% | $59,496-30.6% | $69,651-40.8% |
| Participation rate | 83.5% | 37.9%+45.6pp | 54.6%+28.9pp | 66.6%+16.9pp |
| Annual return | -3.21% | 0.39%-3.6pp | 182.05%-185.3pp | 53.77%-57.0pp |
| Employer contribution / active EE | $1,318 | $496+165.8% | $1,153+14.3% | $2,241-41.2% |
| Participant deferral / active EE | $2,085 | $1,077+93.6% | $1,829+14.0% | $3,635-42.7% |
| Admin fee / account holder | $7 | $60-88.4% | $2,232-99.7% | $63-89.0% |