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 | $417,136 |
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 | $78,881 | $51,728+52.5% | $80,716-2.3% | $106,520-25.9% |
| Participation rate | 62.3% | 33.9%+28.4pp | 54.2%+8.1pp | 71.3%-9.0pp |
| Annual return | 21.33% | 32.29%-11.0pp | 87.28%-65.9pp | 19.28%+2.0pp |
| Employer contribution / active EE | $1,088 | $460+136.8% | $1,160-6.2% | $2,840-61.7% |
| Participant deferral / active EE | $1,754 | $1,076+63.0% | $2,146-18.3% | $4,948-64.6% |
| Admin fee / account holder | $42 | $80-47.8% | $3,380-98.8% | $75-43.7% |