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 Service code 15 · EIN 13-5674085 | Recordkeeping | $52,805 |
Filed as: BOBER MARKEY FEDOROVICH Service code 10 · EIN 34-1523030 | Accounting | $35,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,603 | $105,247-5.4% | $87,100+14.4% | $77,787+28.0% |
| Participation rate | 96.2% | 85.8%+10.4pp | 76.9%+19.3pp | 73.2%+23.0pp |
| Annual return | 24.14% | 24.52%-0.4pp | 28.19%-4.1pp | 32.57%-8.4pp |
| Employer contribution / active EE | $81 | $2,895-97.2% | $2,521-96.8% | $2,504-96.8% |
| Participant deferral / active EE | $5,068 | $5,060+0.2% | $4,049+25.2% | $3,967+27.7% |
| Admin fee / account holder | $17 | $104-83.9% | $7,497-99.8% | $100-83.2% |