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 | Advisory (Participants) | $35,646 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 ONE MONUMENT SQUARE 10TH FLOOR · PORTLAND, ME 04101 | Advisory (Participants) | $23,764 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,093 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,544 | $91,372-28.3% | $129,995-49.6% | $74,419-11.9% |
| Participation rate | 90.2% | 77.8%+12.4pp | 78.5%+11.7pp | 70.7%+19.5pp |
| Annual return | 21.10% | 23.21%-2.1pp | -137.18%+158.3pp | 34.38%-13.3pp |
| Employer contribution / active EE | $1,775 | $2,563-30.8% | $4,320-58.9% | $2,637-32.7% |
| Participant deferral / active EE | $8,039 | $4,721+70.3% | $5,820+38.1% | $4,528+77.5% |
| Admin fee / account holder | $229 | $283-19.3% | $10,614-97.8% | $348-34.3% |