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 | $47,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,306 | $123,793-21.4% | $177,821-45.3% | $79,858+21.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.44% | 22.82%-10.4pp | 48.32%-35.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,145 | $4,095-47.6% | $5,918-63.8% | $2,471-13.2% |
| Participant deferral / active EE | $5,980 | $5,956+0.4% | $7,714-22.5% | $3,740+59.9% |
| Admin fee / account holder | $427 | $7,243-94.1% | $12,427-96.6% | $5,306-91.9% |