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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,799 |
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 | $82,606 | $57,108+44.6% | $94,224-12.3% | $52,331+57.9% |
| Participation rate | 78.3% | 72.9%+5.4pp | 78.8%-0.5pp | 68.1%+10.2pp |
| Annual return | -0.90% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,588 | $1,735-8.5% | $3,587-55.7% | $1,882-15.6% |
| Participant deferral / active EE | $2,196 | $3,040-27.8% | $4,320-49.2% | $3,022-27.3% |
| Admin fee / account holder | $26 | $546-95.2% | $6,269-99.6% | $592-95.6% |