Filed July 1, 2005
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 | $14,341 |
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 | $48,051 | $50,498-4.8% | $75,781-36.6% | $55,191-12.9% |
| Participation rate | 94.4% | 69.4%+25.0pp | 75.8%+18.6pp | 69.2%+25.2pp |
| Annual return | -0.75% | 1.80%-2.5pp | 9.68%-10.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $6,101 | $2,291+166.3% | $3,323+83.6% | $1,899+221.3% |
| Participant deferral / active EE | $2,171 | $2,589-16.2% | $3,651-40.6% | $3,046-28.7% |
| Admin fee / account holder | $22 | $123-81.9% | $5,299-99.6% | $91-75.4% |