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 | $6,250 |
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 | $65,272 | $73,638-11.4% | $95,952-32.0% | $73,488-11.2% |
| Participation rate | 85.9% | 76.2%+9.8pp | 77.1%+8.8pp | 70.7%+15.2pp |
| Annual return | 13.82% | 16.78%-3.0pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $967 | $1,863-48.1% | $2,541-62.0% | $2,270-57.4% |
| Participant deferral / active EE | $3,339 | $3,617-7.7% | $4,167-19.9% | $3,740-10.7% |
| Admin fee / account holder | $26 | $482-94.6% | $6,795-99.6% | $513-94.9% |