Filed July 18, 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 |
|---|---|---|
Service code 70 · EIN 31-1399107 | Consulting Fees | $5,025 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,535 |
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 | $31,260 | $75,284-58.5% | $91,001-65.6% | $69,631-55.1% |
| Participation rate | 83.6% | 80.4%+3.2pp | 75.6%+8.0pp | 70.7%+13.0pp |
| Annual return | 14.46% | 48.40%-33.9pp | 4.60%+9.9pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $1,130 | $2,473-54.3% | $2,456-54.0% | $2,032-44.4% |
| Participant deferral / active EE | $2,800 | $3,700-24.3% | $3,547-21.1% | $3,224-13.1% |
| Admin fee / account holder | $9 | $111-92.2% | $5,417-99.8% | $110-92.2% |