Filed October 11, 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 | $4,575 |
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 | $100,176 | $43,423+130.7% | $78,689+27.3% | $55,167+81.6% |
| Participation rate | 96.1% | 68.0%+28.0pp | 73.6%+22.5pp | 69.0%+27.1pp |
| Annual return | 8.65% | 11.53%-2.9pp | 62.18%-53.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $5,217 | $1,997+161.3% | $2,851+83.0% | $1,963+165.8% |
| Participant deferral / active EE | $7,749 | $2,509+208.9% | $3,517+120.3% | $3,054+153.7% |
| Admin fee / account holder | $21 | $416-94.9% | $4,510-99.5% | $504-95.8% |