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 | $8,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $131,260 | $81,537+61.0% | $149,718-12.3% | $69,631+88.5% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.1%-5.0pp | 70.7%+11.3pp |
| Annual return | 14.84% | 22.79%-8.0pp | 1501.63%-1486.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $2,313 | $3,239-28.6% | $5,445-57.5% | $2,032+13.8% |
| Participant deferral / active EE | $9,083 | $4,994+81.9% | $6,569+38.3% | $3,224+181.7% |
| Admin fee / account holder | $3 | $107-97.5% | $11,283-100.0% | $110-97.6% |