Filed January 3, 2012
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 | $15,038 |
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $12,409 |
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 | $55,574 | $44,989+23.5% | $170,442-67.4% | $77,958-28.7% |
| Participation rate | 89.9% | 64.6%+25.3pp | 83.6%+6.3pp | 71.6%+18.3pp |
| Annual return | 17.42% | 19.61%-2.2pp | 205.93%-188.5pp | 20.87%-3.4pp |
| Employer contribution / active EE | $1,043 | $1,466-28.9% | $5,433-80.8% | $2,310-54.9% |
| Participant deferral / active EE | $5,370 | $2,208+143.3% | $4,939+8.7% | $3,537+51.8% |
| Admin fee / account holder | $37 | $69-45.9% | $13,880-99.7% | $97-61.7% |