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 LYNCH2 years Filed as: MERILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,859 |
MERRIL LYNCH2 years Filed as: MERILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,858 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,550 | $79,519-16.3% | $95,952-30.6% | $73,409-9.3% |
| Participation rate | 65.0% | 81.2%-16.2pp | 77.1%-12.1pp | 72.2%-7.2pp |
| Annual return | 15.40% | 19.20%-3.8pp | 91.61%-76.2pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,068 | $2,048-47.8% | $2,541-58.0% | $2,234-52.2% |
| Participant deferral / active EE | $1,932 | $4,138-53.3% | $4,167-53.6% | $3,805-49.2% |
| Admin fee / account holder | $303 | $184+64.2% | $6,795-95.5% | $158+91.7% |