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 | $231,354 |
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 | $63,571 | $83,826-24.2% | $125,175-49.2% | $82,204-22.7% |
| Participation rate | 94.4% | 83.1%+11.3pp | 79.8%+14.7pp | 73.4%+21.0pp |
| Annual return | 21.19% | 22.78%-1.6pp | 43.79%-22.6pp | 26.31%-5.1pp |
| Employer contribution / active EE | $1,938 | $2,267-14.5% | $3,865-49.9% | $2,707-28.4% |
| Participant deferral / active EE | $4,724 | $4,293+10.0% | $4,937-4.3% | $4,246+11.3% |
| Admin fee / account holder | $35 | $74-52.9% | $9,702-99.6% | $76-53.7% |