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 | $618,226 |
CLEARSTEAD ADVISORS, LLC2 years Service code 70 · EIN 34-1597728 | Consulting Fees | $45,000 |
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 | $64,665 | $45,365+42.5% | $58,482+10.6% | $96,393-32.9% |
| Participation rate | 56.7% | 30.9%+25.8pp | 50.9%+5.8pp | 71.3%-14.6pp |
| Annual return | 17.49% | 20.48%-3.0pp | 4239.32%-4221.8pp | 22.88%-5.4pp |
| Employer contribution / active EE | $939 | $584+60.7% | $1,053-10.8% | $3,238-71.0% |
| Participant deferral / active EE | $1,570 | $1,304+20.4% | $1,924-18.4% | $5,455-71.2% |
| Admin fee / account holder | $62 | $74-16.5% | $2,516-97.5% | $74-16.1% |