Filed April 12, 2011
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,025 |
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 | $48,986 | $89,465-45.2% | $164,866-70.3% | $77,671-36.9% |
| Participation rate | 95.9% | 78.6%+17.3pp | 78.6%+17.3pp | 70.6%+25.3pp |
| Annual return | 14.19% | 28.81%-14.6pp | 69.97%-55.8pp | 31.21%-17.0pp |
| Employer contribution / active EE | $1,899 | $2,568-26.0% | $4,343-56.3% | $2,726-30.4% |
| Participant deferral / active EE | $5,143 | $4,897+5.0% | $6,033-14.8% | $4,648+10.6% |
| Admin fee / account holder | $11 | $340-96.9% | $12,689-99.9% | $430-97.5% |