Filed April 26, 2006 (most recent of 2 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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $87,463 |
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 | $47,878 | $74,498-35.7% | $94,224-49.2% | $59,188-19.1% |
| Participation rate | 94.0% | 76.8%+17.2pp | 78.8%+15.2pp | 69.4%+24.5pp |
| Annual return | 2.42% | 2.76%-0.3pp | 10.68%-8.3pp | 5.51%-3.1pp |
| Employer contribution / active EE | $1,704 | $2,077-18.0% | $3,587-52.5% | $2,098-18.8% |
| Participant deferral / active EE | $4,452 | $3,433+29.7% | $4,320+3.0% | $3,265+36.4% |
| Admin fee / account holder | $16 | $103-84.3% | $6,269-99.7% | $92-82.5% |