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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,165 | $87,013-17.1% | $106,213-32.1% | $80,856-10.7% |
| Participation rate | 98.8% | 70.4%+28.4pp | 75.3%+23.5pp | 67.6%+31.2pp |
| Annual return | 12.87% | 17.05%-4.2pp | 116.14%-103.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,839 | $2,395-23.2% | $3,171-42.0% | $2,755-33.2% |
| Participant deferral / active EE | $3,996 | $3,986+0.3% | $5,016-20.3% | $4,296-7.0% |
| Admin fee / account holder | $12 | $8,431-99.9% | $11,033-99.9% | $6,918-99.8% |