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 | $226,178 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,451 | $52,208+159.4% | $86,612+56.4% | $74,419+82.0% |
| Participation rate | 97.5% | 66.3%+31.1pp | 71.7%+25.8pp | 70.7%+26.7pp |
| Annual return | 18.71% | 44.46%-25.7pp | 591.07%-572.4pp | 34.38%-15.7pp |
| Employer contribution / active EE | $5,658 | $2,282+147.9% | $3,022+87.2% | $2,637+114.5% |
| Participant deferral / active EE | $8,450 | $3,383+149.8% | $4,438+90.4% | $4,528+86.6% |
| Admin fee / account holder | $496 | $319+55.6% | $5,614-91.2% | $348+42.6% |