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 14 · EIN 13-5674085 | Plan Administrator | $94,494 |
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 | $52,747 | $61,125-13.7% | $108,579-51.4% | $63,975-17.6% |
| Participation rate | 95.0% | 80.5%+14.5pp | 79.6%+15.4pp | 71.1%+23.8pp |
| Annual return | 9.80% | 14.06%-4.3pp | -51.70%+61.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $1,787 | $2,237-20.1% | $3,758-52.5% | $2,182-18.1% |
| Participant deferral / active EE | $4,432 | $3,574+24.0% | $4,311+2.8% | $3,356+32.1% |
| Admin fee / account holder | $17 | $72-76.5% | $7,645-99.8% | $70-76.0% |