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 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $19,632 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,727 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,910 | $87,013-49.5% | $106,213-58.7% | $80,856-45.7% |
| Participation rate | 84.0% | 70.4%+13.5pp | 75.3%+8.7pp | 67.6%+16.3pp |
| Annual return | 11.20% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,339 | $2,395-2.3% | $3,171-26.2% | $2,755-15.1% |
| Participant deferral / active EE | $3,835 | $3,986-3.8% | $5,016-23.6% | $4,296-10.7% |
| Admin fee / account holder | $286 | $8,431-96.6% | $11,033-97.4% | $6,918-95.9% |