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 |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $51,161 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,263 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,148 | $57,096-5.2% | $94,224-42.5% | $55,191-1.9% |
| Participation rate | 92.4% | 75.7%+16.7pp | 78.8%+13.6pp | 69.2%+23.2pp |
| Annual return | -0.78% | 159.65%-160.4pp | 10.68%-11.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,340 | $1,708-21.6% | $3,587-62.7% | $1,899-29.4% |
| Participant deferral / active EE | $3,735 | $3,165+18.0% | $4,320-13.5% | $3,046+22.6% |
| Admin fee / account holder | $123 | $89+37.8% | $6,269-98.0% | $91+35.4% |