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 | $187,427 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,861 | $54,237+91.5% | $90,281+15.0% | $67,579+53.7% |
| Participation rate | 94.4% | 68.6%+25.8pp | 73.3%+21.1pp | 71.3%+23.1pp |
| Annual return | 22.41% | 37.27%-14.9pp | 78.10%-55.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $4,878 | $1,846+164.2% | $2,854+70.9% | $2,148+127.1% |
| Participant deferral / active EE | $6,587 | $2,625+150.9% | $3,885+69.5% | $3,539+86.1% |
| Admin fee / account holder | $407 | $123+229.5% | $5,351-92.4% | $142+185.7% |