Filed March 20, 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 6-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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,155 | $48,076+283.0% | $78,689+134.0% | $62,891+192.8% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.6%+23.7pp | 69.3%+28.0pp |
| Annual return | 6.47% | 31.35%-24.9pp | 62.18%-55.7pp | 20.14%-13.7pp |
| Employer contribution / active EE | $6,143 | $2,015+204.9% | $2,851+115.5% | $2,281+169.3% |
| Participant deferral / active EE | $6,776 | $2,588+161.9% | $3,517+92.7% | $3,203+111.6% |
| Admin fee / account holder | $33 | $3,207-99.0% | $4,510-99.3% | $4,296-99.2% |