Filed May 22, 2007
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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,121 | $93,131+36.5% | $106,548+19.3% | $86,799+46.5% |
| Participation rate | 96.9% | 81.4%+15.5pp | 76.1%+20.8pp | 72.3%+24.7pp |
| Annual return | 12.31% | 19.45%-7.1pp | 26.80%-14.5pp | 97.91%-85.6pp |
| Employer contribution / active EE | $4,325 | $2,895+49.4% | $2,819+53.4% | $2,405+79.8% |
| Participant deferral / active EE | $8,219 | $4,708+74.6% | $4,398+86.9% | $4,131+99.0% |
| Admin fee / account holder | $91 | $145-37.6% | $7,407-98.8% | $170-46.6% |