Filed February 25, 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,840 |
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 | $56,079 | $62,624-10.5% | $177,989-68.5% | $77,643-27.8% |
| Participation rate | 91.1% | 66.8%+24.2pp | 77.1%+14.0pp | 70.6%+20.5pp |
| Annual return | 12.79% | 16.16%-3.4pp | 294.48%-281.7pp | 31.24%-18.5pp |
| Employer contribution / active EE | $2,959 | $1,909+55.0% | $3,949-25.1% | $2,726+8.6% |
| Participant deferral / active EE | $5,902 | $4,219+39.9% | $6,276-6.0% | $4,647+27.0% |
| Admin fee / account holder | $16 | $386-95.9% | $10,363-99.8% | $430-96.4% |