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 | $84,763 |
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 | $59,360 | $43,471+36.6% | $74,701-20.5% | $89,569-33.7% |
| Participation rate | 74.8% | 36.3%+38.5pp | 54.5%+20.3pp | 69.6%+5.2pp |
| Annual return | 19.99% | 24.97%-5.0pp | 752.92%-732.9pp | 34.56%-14.6pp |
| Employer contribution / active EE | $1,264 | $554+128.4% | $1,084+16.7% | $2,584-51.1% |
| Participant deferral / active EE | $2,035 | $1,177+73.0% | $1,964+3.6% | $4,220-51.8% |
| Admin fee / account holder | $7 | $74-90.7% | $3,333-99.8% | $72-90.4% |