Filed January 23, 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,087 |
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 | $91,753 | $88,087+4.2% | $164,866-44.3% | $74,546+23.1% |
| Participation rate | 55.0% | 73.1%-18.1pp | 78.6%-23.6pp | 67.2%-12.2pp |
| Annual return | 12.73% | 17.27%-4.5pp | 69.97%-57.2pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,465 | $2,595-43.5% | $4,343-66.3% | $2,624-44.2% |
| Participant deferral / active EE | $2,760 | $4,499-38.7% | $6,033-54.3% | $4,347-36.5% |
| Admin fee / account holder | $33 | $2,232-98.5% | $12,689-99.7% | $1,944-98.3% |