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 | $20,655 |
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 | $162,587 | $85,135+91.0% | $98,907+64.4% | $73,409+121.5% |
| Participation rate | 94.4% | 81.1%+13.3pp | 76.0%+18.4pp | 72.2%+22.2pp |
| Annual return | 13.34% | 19.14%-5.8pp | 196.43%-183.1pp | 59.29%-46.0pp |
| Employer contribution / active EE | $7,508 | $2,721+175.9% | $2,689+179.2% | $2,234+236.1% |
| Participant deferral / active EE | $9,038 | $4,349+107.8% | $4,244+112.9% | $3,805+137.5% |
| Admin fee / account holder | $35 | $139-75.1% | $6,642-99.5% | $158-78.1% |