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 | $2,475 |
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 | $76,366 | $86,332-11.5% | $125,175-39.0% | $65,185+17.2% |
| Participation rate | 86.0% | 75.3%+10.7pp | 79.8%+6.3pp | 70.2%+15.8pp |
| Annual return | 21.55% | 27.43%-5.9pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $1,193 | $2,040-41.5% | $3,865-69.1% | $2,177-45.2% |
| Participant deferral / active EE | $3,239 | $3,537-8.4% | $4,937-34.4% | $3,514-7.8% |
| Admin fee / account holder | $94 | $609-84.5% | $9,702-99.0% | $847-88.9% |