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 | $895,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,096 | $43,471+91.2% | $74,701+11.2% | $89,569-7.2% |
| Participation rate | 58.0% | 36.3%+21.7pp | 54.5%+3.5pp | 69.6%-11.6pp |
| Annual return | 22.55% | 24.97%-2.4pp | 752.92%-730.4pp | 34.56%-12.0pp |
| Employer contribution / active EE | $2,550 | $554+360.6% | $1,084+135.3% | $2,584-1.3% |
| Participant deferral / active EE | $3,503 | $1,177+197.8% | $1,964+78.4% | $4,220-17.0% |
| Admin fee / account holder | $70 | $74-5.1% | $3,333-97.9% | $72-2.1% |