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 | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,510 | $63,924+29.1% | $108,579-24.0% | $55,167+49.6% |
| Participation rate | 75.8% | 74.3%+1.4pp | 79.6%-3.8pp | 69.0%+6.8pp |
| Annual return | 4.73% | 15.31%-10.6pp | -51.70%+56.4pp | 169.23%-164.5pp |
| Employer contribution / active EE | $2,314 | $1,879+23.2% | $3,758-38.4% | $1,963+17.9% |
| Participant deferral / active EE | $2,182 | $3,067-28.9% | $4,311-49.4% | $3,054-28.6% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |