Filed September 17, 2001 (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 | $123,566 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT Service code 70 · EIN 36-3109431 | Consulting Fees | $122,759 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,894 | $89,274+190.0% | $149,718+72.9% | $77,958+232.1% |
| Participation rate | 98.2% | 87.6%+10.6pp | 87.1%+11.1pp | 71.6%+26.6pp |
| Annual return | 19.00% | 20.36%-1.4pp | 1501.63%-1482.6pp | 20.87%-1.9pp |
| Employer contribution / active EE | $14,306 | $3,727+283.9% | $5,445+162.8% | $2,310+519.2% |
| Participant deferral / active EE | $12,154 | $5,382+125.8% | $6,569+85.0% | $3,537+243.7% |
| Admin fee / account holder | $111 | $240-53.8% | $11,283-99.0% | $97+13.9% |