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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $11,647 |
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 | $50,031 | $78,419-36.2% | $133,956-62.7% | $73,409-31.8% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.8%+11.6pp | 72.2%+19.2pp |
| Annual return | 15.07% | 33.35%-18.3pp | 45.09%-30.0pp | 59.29%-44.2pp |
| Employer contribution / active EE | $650 | $2,044-68.2% | $3,919-83.4% | $2,234-70.9% |
| Participant deferral / active EE | $3,560 | $3,925-9.3% | $5,048-29.5% | $3,805-6.4% |
| Admin fee / account holder | $15 | $161-90.4% | $8,927-99.8% | $158-90.2% |