Filed November 14, 2006
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 | $880,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,981 | $37,383+89.9% | $71,086-0.1% | $73,367-3.3% |
| Participation rate | 57.0% | 33.8%+23.2pp | 54.7%+2.4pp | 69.5%-12.4pp |
| Annual return | -24.13% | 0.47%-24.6pp | 650.59%-674.7pp | 173.45%-197.6pp |
| Employer contribution / active EE | $2,662 | $490+443.4% | $1,088+144.7% | $2,499+6.5% |
| Participant deferral / active EE | $3,816 | $1,117+241.6% | $1,874+103.6% | $4,033-5.4% |
| Admin fee / account holder | $268 | $75+259.8% | $3,082-91.3% | $68+292.6% |