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 15 · EIN 13-5674085 | Recordkeeping | $2,452 |
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 | $92,088 | $48,576+89.6% | $169,463-45.7% | $56,287+63.6% |
| Participation rate | 85.5% | 65.8%+19.7pp | 77.8%+7.7pp | 69.9%+15.7pp |
| Annual return | -7.05% | -2.51%-4.5pp | 1.83%-8.9pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,766 | $1,559+13.3% | $4,159-57.5% | $2,111-16.4% |
| Participant deferral / active EE | $5,432 | $3,275+65.9% | $5,277+2.9% | $3,350+62.2% |
| Admin fee / account holder | $219 | $435-49.6% | $9,109-97.6% | $521-57.9% |