Filed January 12, 2012 (most recent of 4 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 | $69,396 |
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 | $119,693 | $88,324+35.5% | $115,037+4.0% | $55,191+116.9% |
| Participation rate | 93.3% | 72.5%+20.8pp | 81.4%+12.0pp | 69.2%+24.2pp |
| Annual return | 1.12% | 6.30%-5.2pp | 26.14%-25.0pp | 10.78%-9.7pp |
| Employer contribution / active EE | $4,765 | $2,805+69.9% | $4,608+3.4% | $1,899+150.9% |
| Participant deferral / active EE | $5,418 | $5,042+7.5% | $6,026-10.1% | $3,046+77.9% |
| Admin fee / account holder | $119 | $105+12.6% | $8,175-98.5% | $91+30.7% |