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 | $2,572 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,514 | $73,004-17.1% | $90,749-33.3% | $68,494-11.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -18.30% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,812 | $2,193-17.4% | $2,921-38.0% | $2,596-30.2% |
| Participant deferral / active EE | $3,634 | $3,627+0.2% | $4,564-20.4% | $4,027-9.8% |
| Admin fee / account holder | $20 | $5,896-99.7% | $8,445-99.8% | $5,403-99.6% |