Filed February 14, 2003
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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $312,320 |
NYEMASTER GOOD P.C.1+ years Filed as: NYEMASTER GOODE Service code 49 · EIN 42-1154516 | Other Services | $8,304 |
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 | $53,102 | $36,700+44.7% | $171,082-69.0% | $63,975-17.0% |
| Participation rate | 84.8% | 61.5%+23.3pp | 76.7%+8.1pp | 71.1%+13.7pp |
| Annual return | 17.16% | 12.80%+4.4pp | 32.56%-15.4pp | 48.65%-31.5pp |
| Employer contribution / active EE | $1,630 | $1,210+34.7% | $4,002-59.3% | $2,182-25.3% |
| Participant deferral / active EE | $4,717 | $2,696+75.0% | $4,797-1.7% | $3,356+40.5% |
| Admin fee / account holder | $61 | $68-9.6% | $8,520-99.3% | $70-13.3% |