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 | $108,996 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,773 | $111,608+70.0% | $177,821+6.7% | $73,409+158.5% |
| Participation rate | 93.6% | 87.9%+5.7pp | 87.7%+5.9pp | 72.2%+21.4pp |
| Annual return | 12.72% | 18.23%-5.5pp | 48.32%-35.6pp | 59.29%-46.6pp |
| Employer contribution / active EE | $2,999 | $3,796-21.0% | $5,918-49.3% | $2,234+34.3% |
| Participant deferral / active EE | $12,250 | $6,199+97.6% | $7,714+58.8% | $3,805+221.9% |
| Admin fee / account holder | $214 | $166+29.2% | $12,427-98.3% | $158+35.5% |