Filed February 12, 2010 (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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,284 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,676 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,663 | $52,406+71.1% | $129,207-30.6% | $74,495+20.4% |
| Participation rate | 81.9% | 53.8%+28.1pp | 69.6%+12.3pp | 67.2%+14.7pp |
| Annual return | 10.50% | 15.66%-5.2pp | 9417.33%-9406.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $5,072 | $1,531+231.4% | $4,153+22.1% | $2,623+93.4% |
| Participant deferral / active EE | $3,087 | $2,794+10.5% | $4,168-25.9% | $4,346-29.0% |
| Admin fee / account holder | $30 | $2,633-98.8% | $7,715-99.6% | $1,942-98.4% |