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 | $9,000 |
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 | $101,415 | $39,898+154.2% | $121,196-16.3% | $55,725+82.0% |
| Participation rate | 82.6% | 61.2%+21.3pp | 71.7%+10.8pp | 70.9%+11.7pp |
| Annual return | -4.90% | -0.96%-3.9pp | 16.93%-21.8pp | 244.93%-249.8pp |
| Employer contribution / active EE | $3,107 | $1,295+139.9% | $4,022-22.7% | $2,078+49.5% |
| Participant deferral / active EE | $5,071 | $2,439+108.0% | $3,344+51.6% | $3,356+51.1% |
| Admin fee / account holder | $10 | $95-89.4% | $5,019-99.8% | $115-91.2% |