Filed February 16, 1998
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 | $2,864 |
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 | $80,386 | $60,165+33.6% | $74,183+8.4% | $55,167+45.7% |
| Participation rate | 96.5% | 74.2%+22.4pp | 76.6%+19.9pp | 69.0%+27.5pp |
| Annual return | 7.12% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,910 | $1,600+81.9% | $2,370+22.8% | $1,963+48.3% |
| Participant deferral / active EE | $3,882 | $2,973+30.6% | $3,550+9.4% | $3,054+27.1% |
| Admin fee / account holder | $12 | $419-97.2% | $5,586-99.8% | $504-97.6% |