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 | $64,152 |
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 | $181,612 | $86,897+109.0% | $151,611+19.8% | $64,808+180.2% |
| Participation rate | 93.9% | 87.3%+6.6pp | 87.5%+6.4pp | 71.5%+22.4pp |
| Annual return | -13.73% | -3.57%-10.2pp | 3.33%-17.1pp | 32.82%-46.5pp |
| Employer contribution / active EE | $3,025 | $4,010-24.6% | $6,166-50.9% | $2,506+20.7% |
| Participant deferral / active EE | $12,544 | $6,690+87.5% | $8,363+50.0% | $4,310+191.0% |
| Admin fee / account holder | $81 | $153-47.3% | $11,616-99.3% | $188-57.1% |