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 | $31,631 |
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 | $37,363 | $62,132-39.9% | $185,823-79.9% | $73,488-49.2% |
| Participation rate | 98.3% | 67.8%+30.5pp | 78.0%+20.3pp | 70.7%+27.6pp |
| Annual return | 12.08% | 20.44%-8.4pp | 35.95%-23.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $2,572 | $1,681+53.0% | $4,087-37.1% | $2,270+13.3% |
| Participant deferral / active EE | $0 | $3,711-100.0% | $5,632-100.0% | $3,740-100.0% |
| Admin fee / account holder | $204 | $419-51.3% | $9,500-97.9% | $513-60.3% |