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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $25,799 |
BORIS BENIC AND ASSOCIATES LLP1+ years Service code 10 500 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Accounting | $16,936 |
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 | $85,101 | $71,957+18.3% | $67,652+25.8% | $59,188+43.8% |
| Participation rate | 89.2% | 82.7%+6.6pp | 75.7%+13.6pp | 69.4%+19.8pp |
| Annual return | 0.53% | 8.53%-8.0pp | 6625.04%-6624.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $3,824 | $2,432+57.2% | $2,266+68.8% | $2,098+82.3% |
| Participant deferral / active EE | $4,816 | $4,211+14.4% | $3,560+35.3% | $3,265+47.5% |
| Admin fee / account holder | $16 | $64-74.8% | $4,821-99.7% | $92-82.5% |