Filed January 30, 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 Service code 28 · EIN 13-5674085 | Investment Management | $117,421 |
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 | $22,872 | $48,669-53.0% | $93,654-75.6% | $199,768-88.6% |
| Participation rate | 96.1% | 63.7%+32.4pp | 68.7%+27.4pp | 72.0%+24.1pp |
| Annual return | 5.70% | 15.38%-9.7pp | 133.34%-127.6pp | 34.26%-28.6pp |
| Employer contribution / active EE | $734 | $1,137-35.4% | $2,421-69.7% | $3,037-75.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,413-100.0% | $5,090-100.0% |
| Admin fee / account holder | $35 | $195-82.0% | $8,282-99.6% | $269-87.0% |