Filed February 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 | $33,040 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,957 | $88,890+2.3% | $102,423-11.2% | $77,643+17.1% |
| Participation rate | 84.5% | 80.9%+3.6pp | 76.5%+8.0pp | 70.6%+13.9pp |
| Annual return | 11.47% | 24.98%-13.5pp | 29.32%-17.9pp | 31.24%-19.8pp |
| Employer contribution / active EE | $2,049 | $2,698-24.0% | $3,023-32.2% | $2,726-24.8% |
| Participant deferral / active EE | $3,433 | $5,145-33.3% | $5,053-32.1% | $4,647-26.1% |
| Admin fee / account holder | $47 | $235-80.0% | $9,451-99.5% | $430-89.0% |