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, SMIT Service code 15 · EIN 13-5674085 | Recordkeeping | $11,325 |
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 | $107,107 | $47,078+127.5% | $100,671+6.4% | $55,191+94.1% |
| Participation rate | 80.8% | 58.0%+22.8pp | 70.7%+10.1pp | 69.2%+11.7pp |
| Annual return | -0.58% | 0.65%-1.2pp | 20.43%-21.0pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,874 | $1,065+169.7% | $4,012-28.4% | $1,899+51.4% |
| Participant deferral / active EE | $4,330 | $2,038+112.5% | $3,144+37.8% | $3,046+42.2% |
| Admin fee / account holder | $15 | $153-90.4% | $4,850-99.7% | $91-83.8% |