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 | $7,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,032 | $95,918+246.2% | $151,611+119.0% | $77,904+326.2% |
| Participation rate | 97.6% | 88.7%+8.9pp | 87.5%+10.1pp | 73.7%+23.9pp |
| Annual return | -15.99% | -5.50%-10.5pp | 3.33%-19.3pp | 12.21%-28.2pp |
| Employer contribution / active EE | $16,596 | $4,330+283.2% | $6,166+169.2% | $2,848+482.8% |
| Participant deferral / active EE | $14,165 | $7,508+88.7% | $8,363+69.4% | $4,806+194.7% |
| Admin fee / account holder | $2 | $93-97.3% | $11,616-100.0% | $133-98.1% |