Filed November 10, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $34,419 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,332 | $110,299+30.9% | $102,423+40.9% | $199,593-27.7% |
| Participation rate | 88.4% | 86.3%+2.2pp | 76.5%+12.0pp | 72.0%+16.5pp |
| Annual return | 13.96% | 35.73%-21.8pp | 29.32%-15.4pp | 34.25%-20.3pp |
| Employer contribution / active EE | $4,500 | $3,603+24.9% | $3,023+48.8% | $3,034+48.3% |
| Participant deferral / active EE | $7,173 | $6,376+12.5% | $5,053+42.0% | $5,087+41.0% |
| Admin fee / account holder | $11 | $122-90.8% | $9,451-99.9% | $269-95.8% |