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 | $28,587 |
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 | $98,467 | $78,852+24.9% | $76,768+28.3% | $75,289+30.8% |
| Participation rate | 88.4% | 85.0%+3.4pp | 77.0%+11.4pp | 72.4%+16.0pp |
| Annual return | -3.10% | -1.29%-1.8pp | 2.43%-5.5pp | -0.04%-3.1pp |
| Employer contribution / active EE | $4,222 | $2,794+51.1% | $2,485+69.9% | $2,405+75.5% |
| Participant deferral / active EE | $5,605 | $4,800+16.8% | $3,852+45.5% | $3,739+49.9% |
| Admin fee / account holder | $10 | $79-87.3% | $6,675-99.8% | $102-90.2% |