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 | $103,883 |
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 | $163,838 | $88,515+85.1% | $162,163+1.0% | $67,579+142.4% |
| Participation rate | 93.8% | 86.8%+7.0pp | 87.6%+6.2pp | 71.3%+22.5pp |
| Annual return | 33.22% | 27.04%+6.2pp | 115.59%-82.4pp | 378.56%-345.3pp |
| Employer contribution / active EE | $2,751 | $3,563-22.8% | $5,614-51.0% | $2,148+28.1% |
| Participant deferral / active EE | $11,176 | $5,724+95.3% | $7,298+53.1% | $3,539+215.8% |
| Admin fee / account holder | $138 | $124+11.8% | $10,843-98.7% | $142-2.9% |