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 | $52,094 |
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.
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 | $51,254 | $40,113+27.8% | $84,015-39.0% | $77,787-34.1% |
| Participation rate | 29.8% | 62.8%-33.0pp | 69.0%-39.3pp | 73.2%-43.5pp |
| Annual return | 21.00% | 23.27%-2.3pp | 71.31%-50.3pp | 32.57%-11.6pp |
| Employer contribution / active EE | $162 | $847-80.9% | $1,983-91.8% | $2,504-93.5% |
| Participant deferral / active EE | $1,011 | $2,030-50.2% | $3,239-68.8% | $3,967-74.5% |
| Admin fee / account holder | $62 | $92-32.4% | $6,101-99.0% | $100-38.1% |