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 |
|---|---|---|
Service code 70 · EIN 61-1732930 | Consulting Fees | $11,161 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,050 |
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 | $104,717 | $46,100+127.1% | $86,590+20.9% | $69,631+50.4% |
| Participation rate | 96.5% | 67.2%+29.3pp | 73.5%+23.0pp | 70.7%+25.8pp |
| Annual return | 31.77% | 21.02%+10.8pp | 964.84%-933.1pp | 27571.02%-27539.3pp |
| Employer contribution / active EE | $4,881 | $1,850+163.9% | $2,839+71.9% | $2,032+140.2% |
| Participant deferral / active EE | $6,448 | $2,432+165.2% | $3,609+78.7% | $3,224+100.0% |
| Admin fee / account holder | $70 | $94-25.8% | $4,906-98.6% | $110-37.0% |