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 | $279,032 |
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 | $69,935 | $56,095+24.7% | $178,490-60.8% | $90,288-22.5% |
| Participation rate | 93.0% | 65.6%+27.4pp | 81.9%+11.1pp | 73.4%+19.6pp |
| Annual return | 16.53% | 28.81%-12.3pp | 151.07%-134.5pp | 53.97%-37.4pp |
| Employer contribution / active EE | $1,020 | $1,572-35.1% | $5,011-79.6% | $2,524-59.6% |
| Participant deferral / active EE | $5,710 | $2,669+114.0% | $5,202+9.8% | $4,232+34.9% |
| Admin fee / account holder | $73 | $101-27.4% | $13,984-99.5% | $114-36.0% |