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) | $42,906 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $28,604 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,472 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,856 | $89,436-19.7% | $164,813-56.4% | $77,643-7.5% |
| Participation rate | 91.3% | 78.6%+12.7pp | 78.6%+12.7pp | 70.6%+20.7pp |
| Annual return | 13.54% | 28.83%-15.3pp | 69.93%-56.4pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,754 | $2,569-31.7% | $4,341-59.6% | $2,726-35.7% |
| Participant deferral / active EE | $8,170 | $4,897+66.8% | $6,031+35.5% | $4,647+75.8% |
| Admin fee / account holder | $275 | $339-19.0% | $12,690-97.8% | $430-36.1% |