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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,876 | $92,055+36.7% | $106,213+18.5% | $77,643+62.1% |
| Participation rate | 99.7% | 81.0%+18.7pp | 75.3%+24.4pp | 70.6%+29.2pp |
| Annual return | 12.57% | 17.91%-5.3pp | 116.14%-103.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $5,210 | $3,367+54.7% | $3,171+64.3% | $2,726+91.1% |
| Participant deferral / active EE | $9,685 | $5,386+79.8% | $5,016+93.1% | $4,647+108.4% |
| Admin fee / account holder | $10 | $219-95.5% | $11,033-99.9% | $430-97.7% |