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 | $18,034 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,458 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,204 | $73,004-47.7% | $90,749-57.9% | $68,494-44.2% |
| Participation rate | 88.2% | 70.8%+17.4pp | 75.7%+12.5pp | 67.9%+20.3pp |
| Annual return | -15.01% | -13.81%-1.2pp | -12.16%-2.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,880 | $2,193-14.3% | $2,921-35.6% | $2,596-27.6% |
| Participant deferral / active EE | $2,862 | $3,627-21.1% | $4,564-37.3% | $4,027-28.9% |
| Admin fee / account holder | $293 | $5,896-95.0% | $8,445-96.5% | $5,403-94.6% |