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 | $33,976 |
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 | $37,710 | $65,390-42.3% | $169,368-77.7% | $71,457-47.2% |
| Participation rate | 98.3% | 67.0%+31.3pp | 77.1%+21.1pp | 67.9%+30.3pp |
| Annual return | 9.59% | 21.31%-11.7pp | 405.60%-396.0pp | 28.85%-19.3pp |
| Employer contribution / active EE | $2,754 | $2,079+32.5% | $4,013-31.4% | $2,588+6.4% |
| Participant deferral / active EE | $0 | $4,367-100.0% | $6,221-100.0% | $4,289-100.0% |
| Admin fee / account holder | $227 | $1,324-82.9% | $9,003-97.5% | $1,587-85.7% |