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 | $83,574 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,653 | $73,638+40.8% | $95,952+8.0% | $73,488+41.0% |
| Participation rate | 98.0% | 76.2%+21.8pp | 77.1%+20.9pp | 70.7%+27.3pp |
| Annual return | 13.23% | 16.78%-3.6pp | 91.61%-78.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,864 | $1,863+53.7% | $2,541+12.7% | $2,270+26.2% |
| Participant deferral / active EE | $4,421 | $3,617+22.2% | $4,167+6.1% | $3,740+18.2% |
| Admin fee / account holder | $348 | $482-27.8% | $6,795-94.9% | $513-32.1% |