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 | $180,503 |
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 | $63,301 | $47,456+33.4% | $172,739-63.4% | $77,787-18.6% |
| Participation rate | 93.8% | 66.3%+27.5pp | 82.6%+11.1pp | 73.2%+20.5pp |
| Annual return | 21.69% | 35.57%-13.9pp | 802.84%-781.1pp | 32.57%-10.9pp |
| Employer contribution / active EE | $1,101 | $1,574-30.0% | $5,143-78.6% | $2,504-56.0% |
| Participant deferral / active EE | $5,658 | $2,560+121.1% | $5,198+8.9% | $3,967+42.6% |
| Admin fee / account holder | $98 | $81+20.8% | $13,954-99.3% | $100-2.4% |