Filed May 5, 2005
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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $3,257 |
MERRIL LYNCH1 year Filed as: MERILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $3,257 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,214 | $73,404-23.4% | $87,100-35.5% | $67,579-16.8% |
| Participation rate | 63.0% | 80.9%-17.8pp | 76.9%-13.8pp | 71.3%-8.2pp |
| Annual return | 20.35% | 48.29%-27.9pp | 28.19%-7.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,072 | $2,014-46.8% | $2,521-57.5% | $2,148-50.1% |
| Participant deferral / active EE | $1,954 | $3,913-50.1% | $4,049-51.7% | $3,539-44.8% |
| Admin fee / account holder | $292 | $142+106.6% | $7,497-96.1% | $142+105.5% |