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 | $9,960 |
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 | $144,302 | $88,122+63.8% | $141,162+2.2% | $67,579+113.5% |
| Participation rate | 91.8% | 76.5%+15.4pp | 82.5%+9.4pp | 71.3%+20.5pp |
| Annual return | 22.73% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.8pp |
| Employer contribution / active EE | $5,551 | $3,224+72.2% | $4,735+17.2% | $2,148+158.5% |
| Participant deferral / active EE | $5,529 | $5,958-7.2% | $6,709-17.6% | $3,539+56.2% |
| Admin fee / account holder | $11 | $131-91.8% | $10,261-99.9% | $142-92.5% |