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 | $29,761 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,398 | $130,141-15.9% | $86,677+26.2% | $77,904+40.4% |
| Participation rate | 87.2% | 85.9%+1.3pp | 76.6%+10.7pp | 73.7%+13.5pp |
| Annual return | -13.42% | -12.75%-0.7pp | 35.91%-49.3pp | 12.21%-25.6pp |
| Employer contribution / active EE | $3,882 | $3,220+20.6% | $2,836+36.9% | $2,848+36.3% |
| Participant deferral / active EE | $5,874 | $5,757+2.0% | $4,656+26.2% | $4,806+22.2% |
| Admin fee / account holder | $9 | $132-93.2% | $7,493-99.9% | $133-93.2% |