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 | $404,444 |
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 | $247,957 | $146,341+69.4% | $98,907+150.7% | $93,223+166.0% |
| Participation rate | 98.3% | 89.3%+9.0pp | 76.0%+22.3pp | 74.9%+23.4pp |
| Annual return | 16.63% | 16.85%-0.2pp | 196.43%-179.8pp | 19.29%-2.7pp |
| Employer contribution / active EE | $9,282 | $4,823+92.5% | $2,689+245.2% | $2,680+246.4% |
| Participant deferral / active EE | $9,678 | $7,126+35.8% | $4,244+128.0% | $4,563+112.1% |
| Admin fee / account holder | $64 | $63+1.8% | $6,642-99.0% | $79-19.4% |