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 | $71,686 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $225,718 | $56,638+298.5% | $169,368+33.3% | $74,419+203.3% |
| Participation rate | 94.0% | 67.5%+26.5pp | 77.1%+16.8pp | 70.7%+23.2pp |
| Annual return | 16.11% | 24.75%-8.6pp | 405.60%-389.5pp | 34.38%-18.3pp |
| Employer contribution / active EE | $7,694 | $2,027+279.6% | $4,013+91.7% | $2,637+191.7% |
| Participant deferral / active EE | $12,497 | $4,223+195.9% | $6,221+100.9% | $4,528+176.0% |
| Admin fee / account holder | $77 | $307-74.9% | $9,003-99.1% | $348-77.9% |