Filed April 24, 2009 (most recent of 2 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $17,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,005 | $56,171+184.9% | $108,745+47.1% | $55,167+190.0% |
| Participation rate | 77.6% | 70.7%+6.9pp | 77.7%-0.1pp | 69.0%+8.6pp |
| Annual return | 6.23% | 214.86%-208.6pp | 46.22%-40.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $2,257 | $2,153+4.8% | $3,323-32.1% | $1,963+15.0% |
| Participant deferral / active EE | $3,533 | $3,437+2.8% | $5,121-31.0% | $3,054+15.7% |
| Admin fee / account holder | $213 | $302-29.2% | $6,144-96.5% | $504-57.6% |