Filed October 18, 2004
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 Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $18,022 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,807 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,430 | $87,733-48.2% | $106,548-57.4% | $85,850-47.1% |
| Participation rate | 91.3% | 71.9%+19.3pp | 76.1%+15.1pp | 69.3%+21.9pp |
| Annual return | 10.94% | 21.86%-10.9pp | 26.80%-15.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $2,123 | $2,073+2.4% | $2,819-24.7% | $2,565-17.2% |
| Participant deferral / active EE | $3,287 | $3,469-5.3% | $4,398-25.3% | $3,952-16.8% |
| Admin fee / account holder | $165 | $6,767-97.6% | $7,407-97.8% | $6,260-97.4% |