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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,000 |
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 | $155,780 | $73,360+112.3% | $177,989-12.5% | $74,495+109.1% |
| Participation rate | 68.0% | 66.6%+1.4pp | 77.1%-9.1pp | 67.2%+0.8pp |
| Annual return | 15.26% | 17.49%-2.2pp | 294.48%-279.2pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,555 | $2,216-29.8% | $3,949-60.6% | $2,623-40.7% |
| Participant deferral / active EE | $5,195 | $4,513+15.1% | $6,276-17.2% | $4,346+19.5% |
| Admin fee / account holder | $97 | $1,808-94.6% | $10,363-99.1% | $1,942-95.0% |