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 7-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 | $2,052 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,279 | $88,890-60.3% | $102,423-65.6% | $77,643-54.6% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.5%+11.2pp | 70.6%+17.1pp |
| Annual return | 9.61% | 24.98%-15.4pp | 29.32%-19.7pp | 31.24%-21.6pp |
| Employer contribution / active EE | $2,137 | $2,698-20.8% | $3,023-29.3% | $2,726-21.6% |
| Participant deferral / active EE | $3,360 | $5,145-34.7% | $5,053-33.5% | $4,647-27.7% |
| Admin fee / account holder | $6 | $235-97.4% | $9,451-99.9% | $430-98.6% |