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 | $17,229 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $14,412 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,908 | $79,944-46.3% | $98,439-56.4% | $75,163-42.9% |
| Participation rate | 88.1% | 70.4%+17.7pp | 75.2%+12.9pp | 67.2%+20.9pp |
| Annual return | 15.05% | 19.75%-4.7pp | 21.16%-6.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,187 | $2,264-3.4% | $3,048-28.2% | $2,670-18.1% |
| Participant deferral / active EE | $3,376 | $3,752-10.0% | $4,738-28.7% | $4,125-18.2% |
| Admin fee / account holder | $272 | $6,840-96.0% | $8,948-97.0% | $5,651-95.2% |