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 LYNCH4 years Filed as: MERILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $20,490 |
MERRIL LYNCH4 years Filed as: MERILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $20,490 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,328 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,825 | $72,254-15.8% | $86,677-29.8% | $64,808-6.1% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.6%-5.9pp | 71.5%-0.8pp |
| Annual return | -15.52% | 392.42%-407.9pp | 35.91%-51.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $1,359 | $2,393-43.2% | $2,836-52.1% | $2,506-45.7% |
| Participant deferral / active EE | $2,600 | $4,658-44.2% | $4,656-44.2% | $4,310-39.7% |
| Admin fee / account holder | $323 | $174+85.9% | $7,493-95.7% | $188+72.1% |