Filed March 18, 1993
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 | $209,894 |
Service code 70 · EIN 43-1451524 | Consulting Fees | $80,000 |
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $32,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,023 | $110,299+7.9% | $102,423+16.2% | $199,593-40.4% |
| Participation rate | 96.7% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 15.36% | 35.73%-20.4pp | 29.32%-14.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $1,859 | $3,603-48.4% | $3,023-38.5% | $3,034-38.7% |
| Participant deferral / active EE | $5,956 | $6,376-6.6% | $5,053+17.9% | $5,087+17.1% |
| Admin fee / account holder | $67 | $122-45.1% | $9,451-99.3% | $269-75.0% |