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 | $2,270 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,331 | $81,208-12.2% | $98,907-27.9% | $79,858-10.7% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+22.9pp | 69.6%+29.3pp |
| Annual return | 12.84% | 60.99%-48.2pp | 196.43%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,566 | $1,960-20.1% | $2,689-41.7% | $2,471-36.6% |
| Participant deferral / active EE | $3,455 | $3,265+5.8% | $4,244-18.6% | $3,740-7.6% |
| Admin fee / account holder | $18 | $6,013-99.7% | $6,642-99.7% | $5,306-99.7% |