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 | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,404 | $65,390+104.0% | $169,368-21.2% | $71,457+86.7% |
| Participation rate | 68.3% | 67.0%+1.4pp | 77.1%-8.8pp | 67.9%+0.4pp |
| Annual return | 17.57% | 21.31%-3.7pp | 405.60%-388.0pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,505 | $2,079-27.6% | $4,013-62.5% | $2,588-41.8% |
| Participant deferral / active EE | $4,888 | $4,367+11.9% | $6,221-21.4% | $4,289+14.0% |
| Admin fee / account holder | $61 | $1,324-95.4% | $9,003-99.3% | $1,587-96.2% |