Filed December 20, 2016 (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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $15,945 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,651 | $72,770+63.0% | $67,652+75.4% | $55,191+115.0% |
| Participation rate | 90.9% | 78.8%+12.1pp | 75.7%+15.3pp | 69.2%+21.8pp |
| Annual return | 0.27% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,070 | $1,769+17.0% | $2,266-8.6% | $1,899+9.0% |
| Participant deferral / active EE | $6,592 | $3,408+93.4% | $3,560+85.2% | $3,046+116.4% |
| Admin fee / account holder | $26 | $79-67.3% | $4,821-99.5% | $91-71.6% |