Filed August 29, 2006 (most recent of 3 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: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $349,981 |
BERKOWITZ POLLACK BRANT6 years Service code 10 · EIN 59-2742314 | Accounting | $0 |
WINSTON & STRAWN LLP5 years Service code 29 · EIN 36-1975990 | Legal | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,587 | $81,357+37.2% | $75,972+46.9% | $199,593-44.1% |
| Participation rate | 97.0% | 69.9%+27.1pp | 69.1%+28.0pp | 72.0%+25.0pp |
| Annual return | 14.10% | 16.32%-2.2pp | 359.55%-345.4pp | 34.25%-20.2pp |
| Employer contribution / active EE | $4,343 | $3,341+30.0% | $2,685+61.7% | $3,034+43.1% |
| Participant deferral / active EE | $6,788 | $4,710+44.1% | $4,255+59.5% | $5,087+33.4% |
| Admin fee / account holder | $78 | $144-46.0% | $6,467-98.8% | $269-71.0% |