Filed July 9, 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 | $38,181 |
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 | $25,084 | $35,955-30.2% | $78,210-67.9% | $69,631-64.0% |
| Participation rate | 93.6% | 67.2%+26.4pp | 68.7%+24.8pp | 70.7%+22.9pp |
| Annual return | 15.00% | 16.42%-1.4pp | 40.90%-25.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,208 | $1,244-2.9% | $2,034-40.6% | $2,032-40.6% |
| Participant deferral / active EE | $2,516 | $2,107+19.4% | $2,823-10.9% | $3,224-21.9% |
| Admin fee / account holder | $33 | $86-61.1% | $3,758-99.1% | $110-69.8% |