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 | $340,235 |
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 | $217,776 | $90,410+140.9% | $91,001+139.3% | $77,958+179.4% |
| Participation rate | 99.3% | 86.4%+12.9pp | 75.6%+23.7pp | 71.6%+27.7pp |
| Annual return | 17.75% | 21.34%-3.6pp | 4.60%+13.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $9,223 | $3,392+171.9% | $2,456+275.6% | $2,310+299.2% |
| Participant deferral / active EE | $9,552 | $4,816+98.4% | $3,547+169.3% | $3,537+170.1% |
| Admin fee / account holder | $68 | $79-13.7% | $5,417-98.7% | $97-30.1% |