Filed November 9, 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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $15,273 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $13,345 |
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 | $55,319 | $60,396-8.4% | $111,392-50.3% | $56,287-1.7% |
| Participation rate | 83.0% | 72.4%+10.6pp | 78.9%+4.2pp | 69.9%+13.2pp |
| Annual return | -5.20% | 20.26%-25.5pp | -2.06%-3.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,043 | $3,459-69.9% | $4,328-75.9% | $2,111-50.6% |
| Participant deferral / active EE | $2,788 | $4,421-36.9% | $5,567-49.9% | $3,350-16.8% |
| Admin fee / account holder | $285 | $610-53.2% | $12,266-97.7% | $521-45.2% |