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 | $369,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,618 | $84,149-4.2% | $129,995-38.0% | $103,482-22.1% |
| Participation rate | 86.8% | 81.0%+5.8pp | 78.5%+8.3pp | 73.3%+13.6pp |
| Annual return | 18.90% | 25.45%-6.5pp | -137.18%+156.1pp | 33.11%-14.2pp |
| Employer contribution / active EE | $3,688 | $2,687+37.3% | $4,320-14.6% | $3,208+15.0% |
| Participant deferral / active EE | $6,011 | $5,201+15.6% | $5,820+3.3% | $5,207+15.4% |
| Admin fee / account holder | $50 | $75-33.3% | $10,614-99.5% | $114-56.1% |