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 | $540,254 |
CLEARSTEAD ADVISORS, LLC1 year Service code 70 · EIN 34-1597728 | Consulting Fees | $30,768 |
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 | $56,669 | $41,203+37.5% | $61,373-7.7% | $89,394-36.6% |
| Participation rate | 57.4% | 35.4%+22.0pp | 52.6%+4.8pp | 71.3%-13.9pp |
| Annual return | -16.55% | -14.63%-1.9pp | 338.61%-355.2pp | -11.89%-4.7pp |
| Employer contribution / active EE | $908 | $603+50.6% | $1,159-21.7% | $3,022-70.0% |
| Participant deferral / active EE | $1,547 | $1,367+13.2% | $2,125-27.2% | $5,123-69.8% |
| Admin fee / account holder | $53 | $74-28.4% | $2,130-97.5% | $79-33.7% |