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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,394 |
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 | $72,148 | $30,147+139.3% | $58,482+23.4% | $80,160-10.0% |
| Participation rate | 22.8% | 34.4%-11.6pp | 50.9%-28.1pp | 72.9%-50.2pp |
| Annual return | 17.49% | 21.97%-4.5pp | 4239.32%-4221.8pp | 40.38%-22.9pp |
| Employer contribution / active EE | $1,033 | $528+95.8% | $1,053-1.9% | $2,978-65.3% |
| Participant deferral / active EE | $2,010 | $1,249+60.9% | $1,924+4.5% | $5,017-59.9% |
| Admin fee / account holder | $55 | $195-71.9% | $2,516-97.8% | $145-62.3% |