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 LYNCH5 years Filed as: MERILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,744 |
MERRIL LYNCH5 years Filed as: MERILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,744 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,308 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,186 | $99,078-40.3% | $96,544-38.7% | $74,419-20.5% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.0%-2.1pp | 70.7%+3.1pp |
| Annual return | 14.81% | 22.48%-7.7pp | 25.84%-11.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,367 | $2,570-46.8% | $2,965-53.9% | $2,637-48.2% |
| Participant deferral / active EE | $2,613 | $4,933-47.0% | $4,851-46.1% | $4,528-42.3% |
| Admin fee / account holder | $269 | $225+19.8% | $8,252-96.7% | $348-22.6% |