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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $115,415 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,449 | $85,135-51.3% | $98,907-58.1% | $73,409-43.5% |
| Participation rate | 92.7% | 81.1%+11.5pp | 76.0%+16.6pp | 72.2%+20.5pp |
| Annual return | 15.10% | 19.14%-4.0pp | 196.43%-181.3pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,343 | $2,721-50.6% | $2,689-50.1% | $2,234-39.9% |
| Participant deferral / active EE | $3,675 | $4,349-15.5% | $4,244-13.4% | $3,805-3.4% |
| Admin fee / account holder | $124 | $139-11.0% | $6,642-98.1% | $158-21.5% |