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 | $57,856 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,557 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,578 | $62,267-31.6% | $110,238-61.4% | $55,725-23.6% |
| Participation rate | 90.2% | 78.1%+12.0pp | 79.8%+10.4pp | 70.9%+19.3pp |
| Annual return | -6.34% | -1.07%-5.3pp | 314.74%-321.1pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,361 | $1,941-29.9% | $3,826-64.4% | $2,078-34.5% |
| Participant deferral / active EE | $3,645 | $3,516+3.7% | $4,672-22.0% | $3,356+8.6% |
| Admin fee / account holder | $110 | $121-9.2% | $8,547-98.7% | $115-4.7% |