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 | $390,654 |
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 | $224,223 | $96,403+132.6% | $93,606+139.5% | $77,787+188.3% |
| Participation rate | 97.5% | 87.6%+9.8pp | 75.8%+21.6pp | 73.2%+24.3pp |
| Annual return | 30.49% | 39.36%-8.9pp | 32.76%-2.3pp | 32.57%-2.1pp |
| Employer contribution / active EE | $9,548 | $3,616+164.1% | $2,718+251.3% | $2,504+281.3% |
| Participant deferral / active EE | $9,067 | $5,341+69.8% | $4,069+122.9% | $3,967+128.5% |
| Admin fee / account holder | $65 | $90-27.9% | $7,888-99.2% | $100-35.5% |