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 | $21,114 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,232 | $81,908+89.5% | $90,749+71.1% | $64,808+139.5% |
| Participation rate | 92.7% | 80.5%+12.3pp | 75.7%+17.1pp | 71.5%+21.3pp |
| Annual return | -13.76% | -12.53%-1.2pp | -12.16%-1.6pp | 32.82%-46.6pp |
| Employer contribution / active EE | $8,190 | $3,065+167.2% | $2,921+180.4% | $2,506+226.8% |
| Participant deferral / active EE | $9,697 | $4,840+100.3% | $4,564+112.5% | $4,310+125.0% |
| Admin fee / account holder | $33 | $157-79.0% | $8,445-99.6% | $188-82.4% |