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 | $3,337 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,997 | $42,548+97.4% | $74,550+12.7% | $56,287+49.2% |
| Participation rate | 95.1% | 60.5%+34.7pp | 69.1%+26.0pp | 69.9%+25.3pp |
| Annual return | -4.42% | 12.40%-16.8pp | 32.53%-37.0pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,656 | $855+93.6% | $1,961-15.6% | $2,111-21.6% |
| Participant deferral / active EE | $5,777 | $2,277+153.7% | $3,108+85.9% | $3,350+72.5% |
| Admin fee / account holder | $27 | $467-94.3% | $5,060-99.5% | $521-94.9% |