Filed December 18, 1
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 | $36,383 |
Filed as: MERRILL LYNCH Service code 70 · EIN 94-1687665 | Consulting Fees | $9,885 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,517 | $72,770+25.8% | $67,652+35.3% | $55,191+65.8% |
| Participation rate | 93.8% | 78.8%+15.0pp | 75.7%+18.1pp | 69.2%+24.6pp |
| Annual return | -0.44% | -3.26%+2.8pp | 6625.04%-6625.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,019 | $1,769+14.1% | $2,266-10.9% | $1,899+6.3% |
| Participant deferral / active EE | $3,778 | $3,408+10.8% | $3,560+6.1% | $3,046+24.0% |
| Admin fee / account holder | $134 | $79+69.7% | $4,821-97.2% | $91+47.3% |