Filed January 10, 2013
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $46,077 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 27 · EIN 13-5674085 | Advisory (Plan) | $43,074 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,011 | $58,264-41.6% | $86,612-60.7% | $71,457-52.4% |
| Participation rate | 95.0% | 65.0%+30.0pp | 71.7%+23.3pp | 67.9%+27.1pp |
| Annual return | 20.18% | 21.63%-1.4pp | 591.07%-570.9pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,862 | $2,574-27.7% | $3,022-38.4% | $2,588-28.0% |
| Participant deferral / active EE | $5,282 | $3,436+53.7% | $4,438+19.0% | $4,289+23.2% |
| Admin fee / account holder | $152 | $1,057-85.6% | $5,614-97.3% | $1,587-90.4% |