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 | $10,200 |
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 | $134,596 | $54,121+148.7% | $134,143+0.3% | $73,409+83.3% |
| Participation rate | 85.7% | 64.4%+21.3pp | 72.2%+13.5pp | 72.2%+13.5pp |
| Annual return | 13.96% | -312.52%+326.5pp | 36.33%-22.4pp | 59.29%-45.3pp |
| Employer contribution / active EE | $3,528 | $1,402+151.7% | $3,704-4.7% | $2,234+58.0% |
| Participant deferral / active EE | $6,055 | $2,844+112.9% | $3,499+73.1% | $3,805+59.1% |
| Admin fee / account holder | $11 | $132-91.6% | $6,684-99.8% | $158-93.0% |