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 | $27,441 |
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 | $150,665 | $74,347+102.6% | $93,606+61.0% | $67,579+122.9% |
| Participation rate | 93.1% | 80.6%+12.5pp | 75.8%+17.3pp | 71.3%+21.8pp |
| Annual return | 18.23% | 28.07%-9.8pp | 32.76%-14.5pp | 378.56%-360.3pp |
| Employer contribution / active EE | $7,209 | $2,583+179.1% | $2,718+165.2% | $2,148+235.6% |
| Participant deferral / active EE | $8,795 | $4,060+116.6% | $4,069+116.2% | $3,539+148.5% |
| Admin fee / account holder | $47 | $123-62.0% | $7,888-99.4% | $142-67.3% |