Filed August 9, 1999
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 | $11,176 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,820 | $74,024+86.2% | $77,999+76.7% | $57,658+139.0% |
| Participation rate | 93.9% | 79.7%+14.2pp | 75.5%+18.4pp | 70.2%+23.7pp |
| Annual return | 6.05% | 12.14%-6.1pp | 425.96%-419.9pp | 5.13%+0.9pp |
| Employer contribution / active EE | $6,776 | $2,365+186.5% | $2,470+174.3% | $1,974+243.3% |
| Participant deferral / active EE | $7,285 | $3,533+106.2% | $3,497+108.3% | $3,061+138.0% |
| Admin fee / account holder | $21 | $93-77.1% | $5,480-99.6% | $95-77.4% |