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 | $30,569 |
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 | $117,764 | $105,247+11.9% | $87,100+35.2% | $77,787+51.4% |
| Participation rate | 88.1% | 85.8%+2.3pp | 76.9%+11.2pp | 73.2%+14.9pp |
| Annual return | 20.31% | 24.52%-4.2pp | 28.19%-7.9pp | 32.57%-12.3pp |
| Employer contribution / active EE | $4,499 | $2,895+55.4% | $2,521+78.5% | $2,504+79.7% |
| Participant deferral / active EE | $5,789 | $5,060+14.4% | $4,049+43.0% | $3,967+45.9% |
| Admin fee / account holder | $11 | $104-89.6% | $7,497-99.9% | $100-89.1% |