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 | $102,352 |
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 | $61,033 | $77,180-20.9% | $117,854-48.2% | $177,276-65.6% |
| Participation rate | 93.1% | 85.8%+7.3pp | 79.7%+13.4pp | 74.8%+18.2pp |
| Annual return | 17.25% | 20.91%-3.7pp | 335.08%-317.8pp | 21.25%-4.0pp |
| Employer contribution / active EE | $1,811 | $1,992-9.1% | $3,786-52.2% | $2,479-26.9% |
| Participant deferral / active EE | $4,205 | $3,956+6.3% | $4,482-6.2% | $3,881+8.3% |
| Admin fee / account holder | $18 | $54-67.7% | $8,020-99.8% | $154-88.6% |