Filed April 18, 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 21 · EIN 13-5674085 | Bank Trustee | $29,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,380 | $56,972-39.7% | $182,532-81.2% | $65,185-47.3% |
| Participation rate | 99.1% | 66.5%+32.6pp | 78.0%+21.1pp | 70.2%+28.9pp |
| Annual return | 23.57% | 27.67%-4.1pp | 148.54%-125.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $3,073 | $1,615+90.4% | $4,076-24.6% | $2,177+41.2% |
| Participant deferral / active EE | $0 | $3,526-100.0% | $5,524-100.0% | $3,514-100.0% |
| Admin fee / account holder | $230 | $528-56.5% | $8,592-97.3% | $847-72.9% |