Filed May 22, 2007
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 | $4,050 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,001 | $84,784+41.5% | $98,439+21.9% | $74,419+61.3% |
| Participation rate | 97.0% | 81.5%+15.4pp | 75.2%+21.8pp | 70.7%+26.2pp |
| Annual return | 14.15% | 20.59%-6.4pp | 21.16%-7.0pp | 34.38%-20.2pp |
| Employer contribution / active EE | $4,860 | $3,364+44.5% | $3,048+59.4% | $2,637+84.3% |
| Participant deferral / active EE | $8,842 | $5,218+69.4% | $4,738+86.6% | $4,528+95.3% |
| Admin fee / account holder | $9 | $204-95.5% | $8,948-99.9% | $348-97.3% |