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 | $128,364 |
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 | $92,636 | $43,999+110.5% | $79,464+16.6% | $55,725+66.2% |
| Participation rate | 96.5% | 66.9%+29.6pp | 73.3%+23.1pp | 70.9%+25.6pp |
| Annual return | -4.88% | 1.81%-6.7pp | 718.14%-723.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $5,494 | $1,830+200.3% | $2,800+96.2% | $2,078+164.3% |
| Participant deferral / active EE | $7,662 | $2,538+201.9% | $3,704+106.9% | $3,356+128.4% |
| Admin fee / account holder | $287 | $118+143.7% | $5,113-94.4% | $115+148.8% |