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 | $2,775 |
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 | $82,682 | $81,474+1.5% | $133,956-38.3% | $73,488+12.5% |
| Participation rate | 87.0% | 76.4%+10.6pp | 79.8%+7.2pp | 70.7%+16.3pp |
| Annual return | 14.16% | 19.40%-5.2pp | 45.09%-30.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,286 | $2,209-41.8% | $3,919-67.2% | $2,270-43.3% |
| Participant deferral / active EE | $3,528 | $3,786-6.8% | $5,048-30.1% | $3,740-5.6% |
| Admin fee / account holder | $126 | $713-82.3% | $8,927-98.6% | $513-75.4% |