Filed February 5, 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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $4,082 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,728 | $63,905-41.0% | $74,183-49.1% | $57,658-34.6% |
| Participation rate | 87.7% | 79.8%+8.0pp | 76.6%+11.1pp | 70.2%+17.5pp |
| Annual return | -1.96% | 60.60%-62.6pp | 17.74%-19.7pp | 5.13%-7.1pp |
| Employer contribution / active EE | $635 | $1,840-65.5% | $2,370-73.2% | $1,974-67.8% |
| Participant deferral / active EE | $2,822 | $3,448-18.2% | $3,550-20.5% | $3,061-7.8% |
| Admin fee / account holder | $5 | $91-94.7% | $5,586-99.9% | $95-94.9% |