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 | $101,224 |
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 | $63,539 | $27,687+129.5% | $73,545-13.6% | $177,276-64.2% |
| Participation rate | 80.6% | 34.9%+45.8pp | 54.9%+25.7pp | 74.8%+5.8pp |
| Annual return | 14.69% | 16.77%-2.1pp | -15.16%+29.9pp | 21.25%-6.6pp |
| Employer contribution / active EE | $1,492 | $291+413.4% | $1,219+22.4% | $2,479-39.8% |
| Participant deferral / active EE | $2,374 | $778+205.0% | $1,806+31.5% | $3,881-38.8% |
| Admin fee / account holder | $9 | $59-85.2% | $2,320-99.6% | $154-94.3% |