Filed February 18, 2000
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 | $225 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,514 | $51,466+114.7% | $78,778+40.3% | $62,292+77.4% |
| Participation rate | 95.3% | 59.8%+35.5pp | 69.2%+26.1pp | 69.5%+25.8pp |
| Annual return | 13.92% | 19.96%-6.0pp | 35.62%-21.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,710 | $827+106.7% | $1,986-13.9% | $2,042-16.3% |
| Participant deferral / active EE | $5,108 | $2,147+137.9% | $2,958+72.7% | $3,169+61.2% |
| Admin fee / account holder | $2 | $489-99.6% | $5,134-100.0% | $479-99.6% |