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 | $5,175 |
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 | $49,879 | $65,118-23.4% | $76,768-35.0% | $55,725-10.5% |
| Participation rate | 78.0% | 79.6%-1.6pp | 77.0%+1.0pp | 70.9%+7.1pp |
| Annual return | -6.14% | -1.27%-4.9pp | 2.43%-8.6pp | 244.93%-251.1pp |
| Employer contribution / active EE | $752 | $1,941-61.3% | $2,485-69.8% | $2,078-63.8% |
| Participant deferral / active EE | $2,479 | $3,688-32.8% | $3,852-35.6% | $3,356-26.1% |
| Admin fee / account holder | $22 | $116-80.8% | $6,675-99.7% | $115-80.7% |