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 | $38,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,378 | $70,879-43.0% | $189,557-78.7% | $79,386-49.1% |
| Participation rate | 97.5% | 68.0%+29.6pp | 78.4%+19.1pp | 70.7%+26.8pp |
| Annual return | 14.44% | 20.70%-6.3pp | 64.17%-49.7pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,522 | $1,806+39.6% | $4,412-42.9% | $2,427+3.9% |
| Participant deferral / active EE | $0 | $4,081-100.0% | $6,174-100.0% | $4,046-100.0% |
| Admin fee / account holder | $249 | $647-61.5% | $9,807-97.5% | $626-60.2% |