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 | $4,561 |
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 | $54,340 | $60,165-9.7% | $74,183-26.7% | $55,167-1.5% |
| Participation rate | 81.1% | 74.2%+6.9pp | 76.6%+4.5pp | 69.0%+12.1pp |
| Annual return | 7.97% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $718 | $1,600-55.1% | $2,370-69.7% | $1,963-63.4% |
| Participant deferral / active EE | $2,327 | $2,973-21.7% | $3,550-34.4% | $3,054-23.8% |
| Admin fee / account holder | $20 | $419-95.2% | $5,586-99.6% | $504-96.0% |