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 | $1,661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,700 | $87,733-12.6% | $106,548-28.0% | $85,850-10.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.17% | 21.86%-6.7pp | 26.80%-11.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,708 | $2,073-17.6% | $2,819-39.4% | $2,565-33.4% |
| Participant deferral / active EE | $3,640 | $3,469+4.9% | $4,398-17.2% | $3,952-7.9% |
| Admin fee / account holder | $12 | $6,767-99.8% | $7,407-99.8% | $6,260-99.8% |