Filed February 23, 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 - FAS Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · LAFAYETTE, LA 70503 | Advisory (Participants) | $18,847 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 150 N. COLLEGE ST. · LAFAYETTE, LA 70503 | Advisory (Participants) | $12,565 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,650 |
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 | $59,756 | $66,098-9.6% | $101,794-41.3% | $74,304-19.6% |
| Participation rate | 79.5% | 53.8%+25.8pp | 69.2%+10.3pp | 60.3%+19.2pp |
| Annual return | 14.63% | 19.59%-5.0pp | 30.53%-15.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $207 | $1,082-80.9% | $2,289-91.0% | $2,241-90.8% |
| Participant deferral / active EE | $2,296 | $2,781-17.4% | $4,084-43.8% | $3,767-39.1% |
| Admin fee / account holder | $0 | $4,146-100.0% | $8,777-100.0% | $2,969-100.0% |