Filed August 8, 2006
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 | $2,457 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,107 | $50,458+253.0% | $159,960+11.3% | $64,808+174.8% |
| Participation rate | 78.7% | 68.0%+10.7pp | 78.0%+0.8pp | 71.5%+7.2pp |
| Annual return | -15.80% | -13.42%-2.4pp | 408.60%-424.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $6,092 | $1,722+253.7% | $4,226+44.2% | $2,506+143.1% |
| Participant deferral / active EE | $9,232 | $4,004+130.6% | $6,182+49.3% | $4,310+114.2% |
| Admin fee / account holder | $481 | $706-31.9% | $8,698-94.5% | $188+156.1% |