Filed October 17, 2001
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 | $1,518,163 |
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 | $91,565 | $42,127+117.4% | $84,966+7.8% | $106,382-13.9% |
| Participation rate | 93.2% | 36.6%+56.6pp | 67.5%+25.7pp | 69.9%+23.3pp |
| Annual return | 13.51% | 36.21%-22.7pp | 66.38%-52.9pp | 17.37%-3.9pp |
| Employer contribution / active EE | $3,148 | $825+281.5% | $2,727+15.4% | $3,364-6.4% |
| Participant deferral / active EE | $5,519 | $2,066+167.2% | $4,519+22.1% | $5,569-0.9% |
| Admin fee / account holder | $34 | $114-70.0% | $6,149-99.4% | $79-57.0% |