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 | $9,975 |
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 | $138,564 | $65,223+112.4% | $80,019+73.2% | $55,725+148.7% |
| Participation rate | 92.5% | 80.6%+11.9pp | 75.8%+16.6pp | 70.9%+21.6pp |
| Annual return | -3.88% | 7.59%-11.5pp | 11.22%-15.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $6,454 | $2,544+153.7% | $2,468+161.5% | $2,078+210.5% |
| Participant deferral / active EE | $8,272 | $3,881+113.2% | $3,686+124.4% | $3,356+146.5% |
| Admin fee / account holder | $18 | $114-84.3% | $6,521-99.7% | $115-84.5% |