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 | $10,325 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $246,680 | $82,546+198.8% | $140,016+76.2% | $75,289+227.6% |
| Participation rate | 98.2% | 88.4%+9.9pp | 87.5%+10.7pp | 72.4%+25.8pp |
| Annual return | -5.81% | -0.36%-5.4pp | 651.12%-656.9pp | -0.04%-5.8pp |
| Employer contribution / active EE | $13,594 | $3,856+252.5% | $5,606+142.5% | $2,405+465.2% |
| Participant deferral / active EE | $11,692 | $5,731+104.0% | $6,927+68.8% | $3,739+212.7% |
| Admin fee / account holder | $36 | $86-58.5% | $10,705-99.7% | $102-65.2% |