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 | $5,354 |
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 | $87,873 | $84,936+3.5% | $111,297-21.0% | $79,386+10.7% |
| Participation rate | 81.8% | 75.9%+5.9pp | 77.3%+4.5pp | 70.7%+11.1pp |
| Annual return | 13.79% | 17.45%-3.7pp | 54.65%-40.9pp | 116.85%-103.1pp |
| Employer contribution / active EE | $879 | $1,979-55.6% | $2,731-67.8% | $2,427-63.8% |
| Participant deferral / active EE | $3,189 | $3,888-18.0% | $4,487-28.9% | $4,046-21.2% |
| Admin fee / account holder | $27 | $537-95.0% | $7,964-99.7% | $626-95.7% |