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 | $4,853 |
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 | $70,172 | $65,435+7.2% | $86,677-19.0% | $66,914+4.9% |
| Participation rate | 87.6% | 75.5%+12.2pp | 76.6%+11.0pp | 69.8%+17.8pp |
| Annual return | -15.11% | -10.89%-4.2pp | 35.91%-51.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $880 | $2,153-59.1% | $2,836-69.0% | $2,544-65.4% |
| Participant deferral / active EE | $3,148 | $4,100-23.2% | $4,656-32.4% | $4,237-25.7% |
| Admin fee / account holder | $22 | $642-96.5% | $7,493-99.7% | $593-96.2% |