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 | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,625 | $54,762+290.1% | $90,281+136.6% | $72,985+192.7% |
| Participation rate | 91.7% | 65.1%+26.5pp | 73.3%+18.4pp | 69.5%+22.2pp |
| Annual return | 19.99% | 30.63%-10.6pp | 78.10%-58.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $5,676 | $2,092+171.3% | $2,854+98.8% | $2,440+132.6% |
| Participant deferral / active EE | $5,977 | $2,887+107.0% | $3,885+53.8% | $3,607+65.7% |
| Admin fee / account holder | $46 | $3,972-98.8% | $5,351-99.1% | $5,124-99.1% |