Filed October 11, 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 | $5,888 |
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 | $99,199 | $41,854+137.0% | $73,843+34.3% | $52,331+89.6% |
| Participation rate | 88.2% | 66.2%+22.0pp | 73.4%+14.8pp | 68.1%+20.1pp |
| Annual return | -0.01% | 2.11%-2.1pp | 2267.84%-2267.8pp | 4.54%-4.5pp |
| Employer contribution / active EE | $6,305 | $1,920+228.4% | $2,787+126.2% | $1,882+235.1% |
| Participant deferral / active EE | $7,817 | $2,498+212.9% | $3,583+118.2% | $3,022+158.7% |
| Admin fee / account holder | $41 | $493-91.7% | $4,880-99.2% | $592-93.1% |