Filed August 27, 2012 (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 CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $56,487 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,008 |
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 | $110,348 | $122,709-10.1% | $88,497+24.7% | $57,658+91.4% |
| Participation rate | 90.3% | 89.9%+0.4pp | 82.4%+7.9pp | 70.2%+20.1pp |
| Annual return | 8.05% | 10.63%-2.6pp | 7.63%+0.4pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,809 | $4,531-38.0% | $4,036-30.4% | $1,974+42.3% |
| Participant deferral / active EE | $7,148 | $6,704+6.6% | $4,899+45.9% | $3,061+133.5% |
| Admin fee / account holder | $148 | $93+59.2% | $6,220-97.6% | $95+56.0% |