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 | $1,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,426 | $70,879+109.4% | $189,557-21.7% | $79,386+87.0% |
| Participation rate | 78.5% | 68.0%+10.6pp | 78.4%+0.1pp | 70.7%+7.8pp |
| Annual return | 14.20% | 20.70%-6.5pp | 64.17%-50.0pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,609 | $1,806-10.9% | $4,412-63.5% | $2,427-33.7% |
| Participant deferral / active EE | $5,300 | $4,081+29.9% | $6,174-14.1% | $4,046+31.0% |
| Admin fee / account holder | $111 | $647-82.9% | $9,807-98.9% | $626-82.3% |