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 | $2,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,571 | $79,944-8.0% | $98,439-25.3% | $75,163-2.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 18.12% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,963 | $2,264-13.3% | $3,048-35.6% | $2,670-26.5% |
| Participant deferral / active EE | $4,064 | $3,752+8.3% | $4,738-14.2% | $4,125-1.5% |
| Admin fee / account holder | $17 | $6,840-99.7% | $8,948-99.8% | $5,651-99.7% |