Filed December 3, 1998 (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 | $11,468 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $107,965 | $71,802+50.4% | $133,980-19.4% | $57,658+87.2% |
| Participation rate | 92.6% | 85.5%+7.1pp | 87.1%+5.6pp | 70.2%+22.4pp |
| Annual return | 7.50% | 13.51%-6.0pp | 29.30%-21.8pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,464 | $3,161-22.1% | $5,211-52.7% | $1,974+24.8% |
| Participant deferral / active EE | $9,451 | $4,606+105.2% | $6,282+50.4% | $3,061+208.8% |
| Admin fee / account holder | $12 | $88-86.7% | $9,324-99.9% | $95-87.6% |