Filed December 1, 2003 (most recent of 3 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 CONSULTING SERVICES Service code 27 · EIN 13-5674085 | Advisory (Plan) | $75,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$100,688 |
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 | $158,790 | $122,709+29.4% | $88,497+79.4% | $57,658+175.4% |
| Participation rate | 99.3% | 89.9%+9.4pp | 82.4%+16.9pp | 70.2%+29.1pp |
| Annual return | 7.30% | 10.63%-3.3pp | 7.63%-0.3pp | 5.13%+2.2pp |
| Employer contribution / active EE | $9,323 | $4,531+105.7% | $4,036+131.0% | $1,974+372.4% |
| Participant deferral / active EE | $10,005 | $6,704+49.2% | $4,899+104.2% | $3,061+226.9% |
| Admin fee / account holder | -$22 | $93-123.5% | $6,220-100.4% | $95-123.0% |