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 | $2,775 |
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 | $118,343 | $56,972+107.7% | $182,532-35.2% | $65,185+81.5% |
| Participation rate | 72.1% | 66.5%+5.6pp | 78.0%-5.9pp | 70.2%+1.9pp |
| Annual return | 22.84% | 27.67%-4.8pp | 148.54%-125.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,467 | $1,615-9.2% | $4,076-64.0% | $2,177-32.6% |
| Participant deferral / active EE | $4,730 | $3,526+34.1% | $5,524-14.4% | $3,514+34.6% |
| Admin fee / account holder | $116 | $528-78.1% | $8,592-98.7% | $847-86.4% |