Filed September 16, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $586,886 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,716 | $159,391-57.5% | $102,423-33.9% | $99,062-31.6% |
| Participation rate | 94.4% | 88.6%+5.9pp | 76.5%+17.9pp | 71.6%+22.8pp |
| Annual return | 16.49% | 19.03%-2.5pp | 29.32%-12.8pp | 17.66%-1.2pp |
| Employer contribution / active EE | $4,042 | $4,207-3.9% | $3,023+33.7% | $3,262+23.9% |
| Participant deferral / active EE | $5,618 | $7,498-25.1% | $5,053+11.2% | $5,331+5.4% |
| Admin fee / account holder | $83 | $159-48.0% | $9,451-99.1% | $109-24.1% |