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 | $121,760 |
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 | $52,137 | $45,382+14.9% | $154,107-66.2% | $75,289-30.8% |
| Participation rate | 93.2% | 65.9%+27.3pp | 83.0%+10.2pp | 72.4%+20.8pp |
| Annual return | -5.50% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.5pp |
| Employer contribution / active EE | $1,085 | $1,533-29.2% | $5,298-79.5% | $2,405-54.9% |
| Participant deferral / active EE | $5,490 | $2,384+130.3% | $5,081+8.1% | $3,739+46.8% |
| Admin fee / account holder | $125 | $89+40.0% | $13,411-99.1% | $102+22.2% |