Filed July 1, 2005
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 | $14,475 |
KENTNER SELLERS1 year Service code 10 · EIN 31-0787612 | Accounting | $9,700 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,534 | $57,921-5.8% | $84,750-35.7% | $57,658-5.4% |
| Participation rate | 92.0% | 72.9%+19.1pp | 76.6%+15.4pp | 70.2%+21.8pp |
| Annual return | 7.49% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.4pp |
| Employer contribution / active EE | $7,159 | $2,598+175.5% | $3,574+100.3% | $1,974+262.7% |
| Participant deferral / active EE | $2,601 | $2,742-5.1% | $3,712-29.9% | $3,061-15.0% |
| Admin fee / account holder | $40 | $130-69.4% | $5,332-99.3% | $95-58.0% |