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 | $56,295 |
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 | $88,288 | $59,186+49.2% | $76,768+15.0% | $56,287+56.9% |
| Participation rate | 96.8% | 75.2%+21.6pp | 77.0%+19.8pp | 69.9%+27.0pp |
| Annual return | -5.05% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $3,182 | $1,759+81.0% | $2,485+28.1% | $2,111+50.7% |
| Participant deferral / active EE | $4,448 | $3,255+36.7% | $3,852+15.5% | $3,350+32.8% |
| Admin fee / account holder | $266 | $489-45.5% | $6,675-96.0% | $521-48.8% |