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 | $46,459 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,537 | $54,573+82.4% | $90,951+9.4% | $73,488+35.4% |
| Participation rate | 99.1% | 61.2%+37.9pp | 69.0%+30.1pp | 70.7%+28.4pp |
| Annual return | 11.75% | 16.69%-4.9pp | 134.60%-122.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $2,071 | $991+108.9% | $2,122-2.4% | $2,270-8.8% |
| Participant deferral / active EE | $5,872 | $2,517+133.3% | $3,373+74.1% | $3,740+57.0% |
| Admin fee / account holder | $270 | $521-48.3% | $5,959-95.5% | $513-47.4% |