Filed February 15, 2005 (most recent of 4 filings on file)
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, SMITH Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $1,676,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,633 | $142,480-48.3% | $197,124-62.6% | $142,480-48.3% |
| Participation rate | 90.1% | 76.2%+13.9pp | 86.7%+3.4pp | 76.2%+13.9pp |
| Annual return | 16.87% | 16.32%+0.6pp | 44.34%-27.5pp | 16.32%+0.6pp |
| Employer contribution / active EE | $1,759 | $3,867-54.5% | $6,227-71.8% | $3,867-54.5% |
| Participant deferral / active EE | $4,955 | $6,807-27.2% | $9,135-45.8% | $6,807-27.2% |
| Admin fee / account holder | $45 | $307-85.4% | $16,298-99.7% | $307-85.4% |