Filed March 31, 1998
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 | $389,579 |
MMA SECURITIES LLC4 years Filed as: MMA SECURITIES Service code 70 · EIN 22-3570392 | Consulting Fees | $55,865 |
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 | $25,980 | $52,346-50.4% | $143,757-81.9% | $78,044-66.7% |
| Participation rate | 87.0% | 72.7%+14.3pp | 80.3%+6.7pp | 74.4%+12.6pp |
| Annual return | -13.93% | -14.19%+0.3pp | -0.04%-13.9pp | 10.87%-24.8pp |
| Employer contribution / active EE | $1,203 | $2,131-43.5% | $4,951-75.7% | $3,125-61.5% |
| Participant deferral / active EE | $2,527 | $3,800-33.5% | $5,637-55.2% | $5,084-50.3% |
| Admin fee / account holder | $71 | $63+12.7% | $14,673-99.5% | $79-9.5% |