Filed February 1, 2006
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 AND S Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $14,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $42,945 | $33,780+27.1% | $74,550-42.4% | $75,289-43.0% |
| Participation rate | 25.3% | 62.7%-37.4pp | 69.1%-43.8pp | 72.4%-47.1pp |
| Annual return | -5.36% | -1.24%-4.1pp | 32.53%-37.9pp | -0.04%-5.3pp |
| Employer contribution / active EE | $186 | $845-77.9% | $1,961-90.5% | $2,405-92.3% |
| Participant deferral / active EE | $819 | $1,890-56.7% | $3,108-73.6% | $3,739-78.1% |
| Admin fee / account holder | $65 | $86-24.6% | $5,060-98.7% | $102-36.3% |