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 | $356,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,879 | $71,813-8.3% | $119,609-44.9% | $78,044-15.6% |
| Participation rate | 94.7% | 81.7%+13.0pp | 79.3%+15.4pp | 74.4%+20.3pp |
| Annual return | -13.41% | -13.80%+0.4pp | -14.97%+1.6pp | 10.87%-24.3pp |
| Employer contribution / active EE | $2,606 | $2,836-8.1% | $4,232-38.4% | $3,125-16.6% |
| Participant deferral / active EE | $5,754 | $4,953+16.2% | $5,602+2.7% | $5,084+13.2% |
| Admin fee / account holder | $48 | $81-40.4% | $10,323-99.5% | $79-39.0% |