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 | $12,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,725 | $48,592-16.2% | $185,823-78.1% | $90,288-54.9% |
| Participation rate | 43.5% | 66.2%-22.7pp | 78.0%-34.5pp | 73.4%-29.8pp |
| Annual return | 9.54% | 68.51%-59.0pp | 35.95%-26.4pp | 53.97%-44.4pp |
| Employer contribution / active EE | $297 | $1,389-78.6% | $4,087-92.7% | $2,524-88.2% |
| Participant deferral / active EE | $1,130 | $3,463-67.4% | $5,632-79.9% | $4,232-73.3% |
| Admin fee / account holder | $7 | $77-91.6% | $9,500-99.9% | $114-94.3% |