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 | $81,359 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,712 | $62,624+309.9% | $177,989+44.2% | $77,643+230.6% |
| Participation rate | 95.7% | 66.8%+28.9pp | 77.1%+18.6pp | 70.6%+25.1pp |
| Annual return | 13.61% | 16.16%-2.5pp | 294.48%-280.9pp | 31.24%-17.6pp |
| Employer contribution / active EE | $8,113 | $1,909+325.0% | $3,949+105.5% | $2,726+197.6% |
| Participant deferral / active EE | $13,242 | $4,219+213.8% | $6,276+111.0% | $4,647+184.9% |
| Admin fee / account holder | $89 | $386-77.0% | $10,363-99.1% | $430-79.4% |