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 | $66,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,534 | $176,491-36.8% | $95,952+16.2% | $90,288+23.5% |
| Participation rate | 95.4% | 86.6%+8.9pp | 77.1%+18.4pp | 73.4%+22.1pp |
| Annual return | 13.04% | 20.14%-7.1pp | 91.61%-78.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $1,667 | $2,789-40.2% | $2,541-34.4% | $2,524-34.0% |
| Participant deferral / active EE | $5,462 | $5,340+2.3% | $4,167+31.1% | $4,232+29.1% |
| Admin fee / account holder | $13 | $154-91.5% | $6,795-99.8% | $114-88.5% |