Filed November 2, 2001 (most recent of 2 filings on file)
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 | $22,845 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,829 | $80,211+24.5% | $74,183+34.6% | $63,975+56.0% |
| Participation rate | 92.7% | 84.2%+8.5pp | 76.6%+16.1pp | 71.1%+21.6pp |
| Annual return | 9.37% | 14.13%-4.8pp | 17.74%-8.4pp | 48.65%-39.3pp |
| Employer contribution / active EE | $3,962 | $2,553+55.2% | $2,370+67.2% | $2,182+81.6% |
| Participant deferral / active EE | $4,863 | $4,370+11.3% | $3,550+37.0% | $3,356+44.9% |
| Admin fee / account holder | $11 | $67-84.2% | $5,586-99.8% | $70-84.9% |