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 | $93,911 |
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 | $50,784 | $27,522+84.5% | $71,086-28.6% | $68,904-26.3% |
| Participation rate | 80.6% | 34.5%+46.1pp | 54.7%+26.0pp | 74.1%+6.5pp |
| Annual return | -6.34% | -0.07%-6.3pp | 650.59%-656.9pp | 1.07%-7.4pp |
| Employer contribution / active EE | $1,353 | $325+316.7% | $1,088+24.4% | $2,540-46.7% |
| Participant deferral / active EE | $2,159 | $835+158.6% | $1,874+15.2% | $4,015-46.2% |
| Admin fee / account holder | $7 | $67-88.9% | $3,082-99.8% | $71-89.5% |