Filed September 19, 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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,968 |
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 | $48,000 | $63,299-24.2% | $91,001-47.3% | $62,292-22.9% |
| Participation rate | 98.4% | 73.3%+25.1pp | 75.6%+22.8pp | 69.5%+28.9pp |
| Annual return | 13.56% | 20.99%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $1,438 | $1,807-20.4% | $2,456-41.5% | $2,042-29.6% |
| Participant deferral / active EE | $2,427 | $2,943-17.5% | $3,547-31.6% | $3,169-23.4% |
| Admin fee / account holder | $26 | $468-94.4% | $5,417-99.5% | $479-94.5% |