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 | $436,784 |
Annual investment return 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 | $100,813 | $130,141-22.5% | $86,677+16.3% | $77,904+29.4% |
| Participation rate | 95.0% | 85.9%+9.1pp | 76.6%+18.5pp | 73.7%+21.4pp |
| Annual return | -18.20% | -12.75%-5.5pp | 35.91%-54.1pp | 12.21%-30.4pp |
| Employer contribution / active EE | $2,032 | $3,220-36.9% | $2,836-28.4% | $2,848-28.6% |
| Participant deferral / active EE | $6,485 | $5,757+12.6% | $4,656+39.3% | $4,806+34.9% |
| Admin fee / account holder | $91 | $132-30.8% | $7,493-98.8% | $133-31.2% |