Filed July 9, 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 | $32,872 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,106 | $63,975-70.1% | $40,145,923-100.0% | $63,975-70.1% |
| Participation rate | 93.0% | 71.1%+21.9pp | 68.4%+24.6pp | 71.1%+21.9pp |
| Annual return | 7.82% | 48.65%-40.8pp | 5.24%+2.6pp | 48.65%-40.8pp |
| Employer contribution / active EE | $933 | $2,182-57.2% | $1,844-49.4% | $2,182-57.2% |
| Participant deferral / active EE | $1,861 | $3,356-44.6% | $2,591-28.2% | $3,356-44.6% |
| Admin fee / account holder | $26 | $70-62.6% | $2,903-99.1% | $70-62.6% |