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 Service code 70 · EIN 94-1687665 | Consulting Fees | $34,420 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $17,687 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,879 |
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 | $129,150 | $75,388+71.3% | $123,544+4.5% | $55,725+131.8% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.3%+12.0pp | 70.9%+23.4pp |
| Annual return | -3.40% | 4.48%-7.9pp | 119.20%-122.6pp | 244.93%-248.3pp |
| Employer contribution / active EE | $5,531 | $3,063+80.5% | $4,628+19.5% | $2,078+166.1% |
| Participant deferral / active EE | $5,474 | $5,651-3.1% | $6,426-14.8% | $3,356+63.1% |
| Admin fee / account holder | $100 | $120-16.8% | $9,284-98.9% | $115-13.5% |