Filed August 14, 2013
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 | $114,688 |
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 | $190,300 | $82,279+131.3% | $77,999+144.0% | $63,975+197.5% |
| Participation rate | 99.1% | 84.7%+14.4pp | 75.5%+23.5pp | 71.1%+27.9pp |
| Annual return | 8.92% | 11.20%-2.3pp | 425.96%-417.0pp | 48.65%-39.7pp |
| Employer contribution / active EE | $9,491 | $3,297+187.9% | $2,470+284.2% | $2,182+335.0% |
| Participant deferral / active EE | $9,704 | $4,538+113.8% | $3,497+177.5% | $3,356+189.1% |
| Admin fee / account holder | $21 | $81-74.1% | $5,480-99.6% | $70-70.0% |