Filed February 1, 1996
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 - EPS Service code 26 · EIN 13-5674085 ONE MONUMENT SQUARE 0TH FLOOR · PORTLAND, ME 04101 | Advisory (Participants) | $32,212 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 ONE MONUMENT SQUARE 10TH FLOOR · PORTLAND, ME 04101 | Advisory (Participants) | $21,474 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,647 |
Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE SUITE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,035 | $86,225-11.8% | $146,665-48.2% | $86,799-12.4% |
| Participation rate | 79.5% | 78.0%+1.6pp | 80.1%-0.5pp | 72.3%+7.3pp |
| Annual return | 9.52% | 31.23%-21.7pp | 22.74%-13.2pp | 97.91%-88.4pp |
| Employer contribution / active EE | $1,333 | $2,392-44.3% | $4,136-67.8% | $2,405-44.6% |
| Participant deferral / active EE | $5,971 | $4,245+40.7% | $5,506+8.4% | $4,131+44.5% |
| Admin fee / account holder | $366 | $195+87.3% | $10,280-96.4% | $170+115.7% |