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 | -$114,069 |
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 | $186,979 | $138,427+35.1% | $97,995+90.8% | $69,631+168.5% |
| Participation rate | 98.5% | 90.0%+8.5pp | 82.4%+16.1pp | 70.7%+27.8pp |
| Annual return | 18.38% | 26.21%-7.8pp | 23.94%-5.6pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $9,639 | $4,858+98.4% | $4,158+131.8% | $2,032+374.3% |
| Participant deferral / active EE | $10,133 | $7,165+41.4% | $5,097+98.8% | $3,224+214.3% |
| Admin fee / account holder | -$32 | $101-132.2% | $5,943-100.5% | $110-129.4% |