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 | $48,126 |
Filed as: MERRILL LYNCH PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,401 |
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 | $48,286 | $107,378-55.0% | $108,579-55.5% | $57,658-16.3% |
| Participation rate | 91.9% | 77.1%+14.8pp | 79.6%+12.3pp | 70.2%+21.7pp |
| Annual return | 8.77% | 12.80%-4.0pp | -51.70%+60.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,351 | $1,782-24.2% | $3,758-64.1% | $1,974-31.5% |
| Participant deferral / active EE | $3,642 | $3,221+13.1% | $4,311-15.5% | $3,061+19.0% |
| Admin fee / account holder | $101 | $108-6.7% | $7,645-98.7% | $95+7.1% |