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 | $84,626 |
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 | $221,848 | $111,491+99.0% | $189,513+17.1% | $86,799+155.6% |
| Participation rate | 94.4% | 87.3%+7.1pp | 87.8%+6.6pp | 72.3%+22.1pp |
| Annual return | 14.75% | 83.50%-68.7pp | 555.15%-540.4pp | 97.91%-83.2pp |
| Employer contribution / active EE | $3,047 | $3,951-22.9% | $6,162-50.6% | $2,405+26.7% |
| Participant deferral / active EE | $12,500 | $6,437+94.2% | $8,221+52.0% | $4,131+202.6% |
| Admin fee / account holder | $173 | $189-8.5% | $12,045-98.6% | $170+1.9% |