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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $45,667 |
Filed as: MERRILL LYNCH Service code 70 · EIN 94-1687665 | Consulting Fees | $16,816 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,717 |
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 | $141,342 | $155,795-9.3% | $136,294+3.7% | $69,631+103.0% |
| Participation rate | 93.0% | 75.2%+17.7pp | 81.9%+11.1pp | 70.7%+22.3pp |
| Annual return | 16.80% | 232464.33%-232447.5pp | 5155.94%-5139.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $5,118 | $2,991+71.1% | $4,695+9.0% | $2,032+151.8% |
| Participant deferral / active EE | $5,439 | $5,394+0.8% | $6,247-12.9% | $3,224+68.7% |
| Admin fee / account holder | $128 | $128-0.6% | $9,243-98.6% | $110+15.5% |