Filed October 18, 2004
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 Service code 26 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Participants) | $11,121 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,764 | $81,248+52.3% | $155,509-20.4% | $80,856+53.1% |
| Participation rate | 84.1% | 66.2%+17.9pp | 78.2%+5.9pp | 67.6%+16.5pp |
| Annual return | 22.48% | 33.31%-10.8pp | 64.67%-42.2pp | 35.59%-13.1pp |
| Employer contribution / active EE | $3,054 | $3,100-1.5% | $4,672-34.6% | $2,755+10.9% |
| Participant deferral / active EE | $2,943 | $3,452-14.7% | $5,626-47.7% | $4,296-31.5% |
| Admin fee / account holder | $100 | $7,997-98.7% | $15,912-99.4% | $6,918-98.6% |