Filed March 20, 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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,407 | $101,499-61.2% | $147,005-73.2% | $74,546-47.1% |
| Participation rate | 89.9% | 75.5%+14.4pp | 82.2%+7.8pp | 67.2%+22.7pp |
| Annual return | 15.58% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $65 | $3,811-98.3% | $4,934-98.7% | $2,624-97.5% |
| Participant deferral / active EE | $3,635 | $7,304-50.2% | $8,070-55.0% | $4,347-16.4% |
| Admin fee / account holder | $152 | $1,748-91.3% | $13,006-98.8% | $1,944-92.2% |