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 | $65,533 |
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 | $210,528 | $100,227+110.1% | $169,993+23.8% | $74,419+182.9% |
| Participation rate | 96.4% | 87.3%+9.1pp | 87.0%+9.4pp | 70.7%+25.7pp |
| Annual return | 15.28% | 66.08%-50.8pp | 53.37%-38.1pp | 34.38%-19.1pp |
| Employer contribution / active EE | $3,581 | $4,263-16.0% | $6,785-47.2% | $2,637+35.8% |
| Participant deferral / active EE | $14,906 | $7,143+108.7% | $10,408+43.2% | $4,528+229.2% |
| Admin fee / account holder | $188 | $234-19.8% | $12,815-98.5% | $348-46.0% |