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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,614 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,114 | $80,177-46.2% | $123,892-65.2% | $57,658-25.2% |
| Participation rate | 85.6% | 74.4%+11.2pp | 81.4%+4.2pp | 70.2%+15.4pp |
| Annual return | 11.48% | 17.90%-6.4pp | 47.52%-36.0pp | 5.13%+6.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,790 | $5,130+12.9% | $5,984-3.3% | $3,061+89.2% |
| Admin fee / account holder | $8 | $106-92.3% | $8,357-99.9% | $95-91.4% |