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 | $10,450 |
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 | $119,244 | $47,648+150.3% | $130,648-8.7% | $67,579+76.5% |
| Participation rate | 86.9% | 60.4%+26.4pp | 71.7%+15.1pp | 71.3%+15.6pp |
| Annual return | 19.96% | 25.73%-5.8pp | 1708.96%-1689.0pp | 378.56%-358.6pp |
| Employer contribution / active EE | $3,564 | $1,408+153.1% | $4,092-12.9% | $2,148+65.9% |
| Participant deferral / active EE | $5,961 | $2,616+127.8% | $3,603+65.5% | $3,539+68.4% |
| Admin fee / account holder | $11 | $105-89.3% | $5,464-99.8% | $142-92.1% |