Filed August 23, 2013 (most recent of 2 filings on file)
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 | $627,688 |
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 | $62,141 | $73,367-15.3% | $169,463-63.3% | $73,367-15.3% |
| Participation rate | 91.6% | 69.5%+22.1pp | 77.8%+13.8pp | 69.5%+22.1pp |
| Annual return | -5.27% | 173.45%-178.7pp | 1.83%-7.1pp | 173.45%-178.7pp |
| Employer contribution / active EE | $1,607 | $2,499-35.7% | $4,159-61.4% | $2,499-35.7% |
| Participant deferral / active EE | $4,923 | $4,033+22.1% | $5,277-6.7% | $4,033+22.1% |
| Admin fee / account holder | $54 | $68-21.7% | $9,109-99.4% | $68-21.7% |