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 | $52,543 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,319 |
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 | $52,242 | $71,666-27.1% | $117,854-55.7% | $69,631-25.0% |
| Participation rate | 92.8% | 77.5%+15.3pp | 79.7%+13.2pp | 70.7%+22.1pp |
| Annual return | 16.09% | 18.86%-2.8pp | 335.08%-319.0pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,423 | $1,889-24.7% | $3,786-62.4% | $2,032-30.0% |
| Participant deferral / active EE | $3,887 | $3,340+16.4% | $4,482-13.3% | $3,224+20.6% |
| Admin fee / account holder | $105 | $120-13.0% | $8,020-98.7% | $110-5.2% |