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 | $403,906 |
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 | $71,361 | $84,517-15.6% | $133,956-46.7% | $93,223-23.5% |
| Participation rate | 95.4% | 81.9%+13.6pp | 79.8%+15.6pp | 74.9%+20.5pp |
| Annual return | 15.14% | 16.66%-1.5pp | 45.09%-30.0pp | 19.29%-4.1pp |
| Employer contribution / active EE | $2,069 | $2,296-9.9% | $3,919-47.2% | $2,680-22.8% |
| Participant deferral / active EE | $5,047 | $4,286+17.8% | $5,0480% | $4,563+10.6% |
| Admin fee / account holder | $59 | $66-10.5% | $8,927-99.3% | $79-25.3% |