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 | $372,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,716 | $104,697+5.7% | $96,544+14.7% | $80,160+38.1% |
| Participation rate | 95.2% | 86.4%+8.8pp | 76.0%+19.2pp | 72.9%+22.2pp |
| Annual return | 18.71% | 21.78%-3.1pp | 25.84%-7.1pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,710 | $3,536-51.6% | $2,965-42.3% | $2,978-42.6% |
| Participant deferral / active EE | $5,721 | $6,188-7.6% | $4,851+17.9% | $5,017+14.0% |
| Admin fee / account holder | $78 | $107-27.3% | $8,252-99.1% | $145-46.5% |