Filed March 17, 1994 (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 | $2,047,540 |
FID INV INST OPS CO1 year Service code 37 · EIN 04-2647786 | Loan Processing | $675,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,791 | $57,150+37.9% | $93,606-15.8% | $106,382-25.9% |
| Participation rate | 31.2% | 49.1%-17.9pp | 68.7%-37.5pp | 69.9%-38.7pp |
| Annual return | 44.66% | 15.81%+28.8pp | 133.20%-88.5pp | 17.37%+27.3pp |
| Employer contribution / active EE | $728 | $1,015-28.3% | $2,420-69.9% | $3,364-78.4% |
| Participant deferral / active EE | $1,030 | $1,853-44.4% | $4,411-76.7% | $5,569-81.5% |
| Admin fee / account holder | $22 | $64-66.4% | $8,285-99.7% | $79-72.7% |