Filed January 17, 1991
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 | $28,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $48,284 | $85,635-43.6% | $123,892-61.0% | $63,975-24.5% |
| Participation rate | 33.7% | 74.9%-41.3pp | 81.4%-47.7pp | 71.1%-37.5pp |
| Annual return | 7.28% | 15.74%-8.5pp | 47.52%-40.2pp | 48.65%-41.4pp |
| Employer contribution / active EE | $716 | $3,076-76.7% | $4,617-84.5% | $2,182-67.2% |
| Participant deferral / active EE | $1,183 | $5,667-79.1% | $5,984-80.2% | $3,356-64.8% |
| Admin fee / account holder | $57 | $75-23.9% | $8,357-99.3% | $70-19.1% |