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 | $17,450 |
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 | $64,173 | $60,545+6.0% | $92,233-30.4% | $69,631-7.8% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.5%+14.4pp | 70.7%+20.2pp |
| Annual return | 12.81% | 19.71%-6.9pp | 176.28%-163.5pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $7,016 | $2,633+166.4% | $3,679+90.7% | $2,032+245.2% |
| Participant deferral / active EE | $2,950 | $2,828+4.3% | $3,897-24.3% | $3,224-8.5% |
| Admin fee / account holder | $24 | $145-83.2% | $5,194-99.5% | $110-78.0% |