Filed October 29, 2007
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 | $725 |
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 | $66,740 | $89,739-25.6% | $149,718-55.4% | $62,292+7.1% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.0pp | 69.5%+29.6pp |
| Annual return | 15.52% | 21.01%-5.5pp | 1501.63%-1486.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,614 | $3,233-50.1% | $5,445-70.4% | $2,042-21.0% |
| Participant deferral / active EE | $3,897 | $4,797-18.8% | $6,569-40.7% | $3,169+23.0% |
| Admin fee / account holder | $7 | $551-98.7% | $11,283-99.9% | $479-98.5% |