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 | $96,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,957 | $33,283+110.2% | $77,482-9.7% | $93,223-25.0% |
| Participation rate | 69.2% | 33.8%+35.4pp | 54.2%+15.0pp | 74.9%-5.7pp |
| Annual return | 13.04% | 16.24%-3.2pp | 54.79%-41.7pp | 19.29%-6.2pp |
| Employer contribution / active EE | $1,053 | $311+238.3% | $986+6.8% | $2,680-60.7% |
| Participant deferral / active EE | $1,985 | $886+124.0% | $1,861+6.7% | $4,563-56.5% |
| Admin fee / account holder | $8 | $97-91.5% | $2,858-99.7% | $79-89.6% |