Filed February 21, 2006 (most recent of 3 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,SMITH Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $6,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,288 | $58,778+182.9% | $129,207+28.7% | $77,643+114.2% |
| Participation rate | 79.9% | 59.2%+20.6pp | 69.6%+10.3pp | 70.6%+9.3pp |
| Annual return | 12.50% | 24.73%-12.2pp | 9417.33%-9404.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,890 | $1,952+99.3% | $4,153-6.3% | $2,726+42.7% |
| Participant deferral / active EE | $7,445 | $3,212+131.8% | $4,168+78.6% | $4,647+60.2% |
| Admin fee / account holder | $12 | $589-98.0% | $7,715-99.8% | $430-97.3% |