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 | $104,441 |
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 | $55,578 | $69,744-20.3% | $110,238-49.6% | $68,904-19.3% |
| Participation rate | 94.6% | 83.4%+11.2pp | 79.8%+14.8pp | 74.1%+20.5pp |
| Annual return | -4.41% | -2.58%-1.8pp | 314.74%-319.2pp | 1.07%-5.5pp |
| Employer contribution / active EE | $1,887 | $2,204-14.4% | $3,826-50.7% | $2,540-25.7% |
| Participant deferral / active EE | $4,580 | $4,131+10.8% | $4,672-2.0% | $4,015+14.1% |
| Admin fee / account holder | $17 | $67-74.9% | $8,547-99.8% | $71-76.5% |