Filed May 18, 1989
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,575 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Employer contribution per participant 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 | $20,105 | $48,277-58.4% | $63,517-68.3% | $55,191-63.6% |
| Participation rate | 73.9% | 69.4%+4.6pp | 71.0%+2.9pp | 69.2%+4.8pp |
| Annual return | -0.38% | 2.37%-2.8pp | -70.30%+69.9pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,084 | $2,432-55.4% | $2,953-63.3% | $3,046-64.4% |
| Admin fee / account holder | $12 | $86-85.7% | $5,892-99.8% | $91-86.4% |