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 | $7,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,842 | $64,919+177.0% | $392,568-54.2% | $65,185+175.9% |
| Participation rate | 71.9% | 72.0%-0.1pp | 78.1%-6.2pp | 70.2%+1.7pp |
| Annual return | 20.50% | 26.09%-5.6pp | 24.42%-3.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,043 | $2,374-13.9% | $3,783-46.0% | $2,177-6.1% |
| Participant deferral / active EE | $3,488 | $3,668-4.9% | $5,985-41.7% | $3,514-0.7% |
| Admin fee / account holder | $124 | $634-80.4% | $6,260-98.0% | $847-85.3% |