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 | $10,391 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,332 | $80,005+54.2% | $140,016-11.9% | $55,725+121.3% |
| Participation rate | 92.0% | 87.0%+5.0pp | 87.5%+4.5pp | 70.9%+21.1pp |
| Annual return | -6.30% | 0.46%-6.8pp | 651.12%-657.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,679 | $3,403-21.3% | $5,606-52.2% | $2,078+28.9% |
| Participant deferral / active EE | $10,975 | $5,264+108.5% | $6,927+58.4% | $3,356+227.1% |
| Admin fee / account holder | $11 | $116-90.4% | $10,705-99.9% | $115-90.3% |