Filed September 8, 2006 (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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,116 |
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 | $51,006 | $72,770-29.9% | $67,652-24.6% | $55,191-7.6% |
| Participation rate | 81.2% | 78.8%+2.4pp | 75.7%+5.5pp | 69.2%+12.0pp |
| Annual return | -1.25% | -3.26%+2.0pp | 6625.04%-6626.3pp | 10.78%-12.0pp |
| Employer contribution / active EE | $626 | $1,769-64.6% | $2,266-72.4% | $1,899-67.0% |
| Participant deferral / active EE | $2,171 | $3,408-36.3% | $3,560-39.0% | $3,046-28.7% |
| Admin fee / account holder | $18 | $79-76.7% | $4,821-99.6% | $91-79.8% |