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 | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,755 | $53,127+324.9% | $86,590+160.7% | $70,131+221.9% |
| Participation rate | 95.6% | 65.3%+30.3pp | 73.5%+22.0pp | 69.5%+26.0pp |
| Annual return | 16.04% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $6,240 | $2,068+201.7% | $2,839+119.8% | $2,342+166.4% |
| Participant deferral / active EE | $6,871 | $2,696+154.9% | $3,609+90.4% | $3,332+106.2% |
| Admin fee / account holder | $39 | $3,585-98.9% | $4,906-99.2% | $4,645-99.2% |