Filed February 21, 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 | $1,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,177 | $63,924+39.5% | $108,579-17.9% | $55,167+61.6% |
| Participation rate | 66.5% | 74.3%-7.8pp | 79.6%-13.1pp | 69.0%-2.5pp |
| Annual return | 7.22% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,049 | $1,879-44.2% | $3,758-72.1% | $1,963-46.5% |
| Participant deferral / active EE | $2,906 | $3,067-5.2% | $4,311-32.6% | $3,054-4.9% |
| Admin fee / account holder | $36 | $618-94.2% | $7,645-99.5% | $504-92.9% |