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 | $247,711 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,367 | $50,127+52.3% | $149,673-49.0% | $80,160-4.7% |
| Participation rate | 93.4% | 64.3%+29.1pp | 78.8%+14.7pp | 72.9%+20.5pp |
| Annual return | 17.88% | 29.82%-11.9pp | 134.42%-116.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $2,153 | $1,865+15.5% | $4,818-55.3% | $2,978-27.7% |
| Participant deferral / active EE | $7,824 | $3,194+145.0% | $5,680+37.8% | $5,017+55.9% |
| Admin fee / account holder | $71 | $153-53.4% | $13,210-99.5% | $145-50.9% |