Filed September 15, 2006 (most recent of 4 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,277 | $47,385-0.2% | $56,411-16.2% | $106,382-55.6% |
| Participation rate | 12.1% | 33.2%-21.0pp | 52.5%-40.3pp | 69.9%-57.7pp |
| Annual return | 44.78% | 17.29%+27.5pp | 1701.33%-1656.6pp | 17.37%+27.4pp |
| Employer contribution / active EE | $274 | $623-56.1% | $1,039-73.6% | $3,364-91.9% |
| Participant deferral / active EE | $533 | $1,440-63.0% | $1,952-72.7% | $5,569-90.4% |
| Admin fee / account holder | $9 | $78-88.7% | $2,829-99.7% | $79-88.8% |