Filed February 21, 2006
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 | $2,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,955 | $66,302+10.0% | $110,238-33.8% | $56,287+29.6% |
| Participation rate | 81.6% | 74.9%+6.6pp | 79.8%+1.7pp | 69.9%+11.7pp |
| Annual return | -6.80% | -1.18%-5.6pp | 314.74%-321.5pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,191 | $2,047-41.8% | $3,826-68.9% | $2,111-43.6% |
| Participant deferral / active EE | $3,110 | $3,381-8.0% | $4,672-33.4% | $3,350-7.2% |
| Admin fee / account holder | $199 | $698-71.5% | $8,547-97.7% | $521-61.8% |