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 | $126,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,667 | $23,734+121.9% | $69,182-23.9% | $65,292-19.3% |
| Participation rate | 84.5% | 33.1%+51.4pp | 55.1%+29.4pp | 72.4%+12.1pp |
| Annual return | 6.83% | 19.78%-12.9pp | -21.93%+28.8pp | 11.84%-5.0pp |
| Employer contribution / active EE | $1,449 | $294+392.7% | $1,206+20.1% | $2,302-37.0% |
| Participant deferral / active EE | $2,256 | $695+224.4% | $1,897+18.9% | $3,579-37.0% |
| Admin fee / account holder | $10 | $58-83.0% | $2,697-99.6% | $57-82.6% |