Filed December 27, 1996 (most recent of 2 filings on file)
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 CONSULTING SERVICES Service code 16 · EIN 94-1687665 | Consulting | $28,671 |
SIKICH LLP1+ years Service code 10 · EIN 36-3168081 | Accounting | $10,500 |
Filed as: MRL LYNCH PIERCE FENNER AND SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $2,978 |
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 | $61,573 | $57,103+7.8% | $87,507-29.6% | $57,658+6.8% |
| Participation rate | 95.2% | 64.3%+30.8pp | 73.8%+21.3pp | 70.2%+24.9pp |
| Annual return | 9.32% | 12.71%-3.4pp | 12.21%-2.9pp | 5.13%+4.2pp |
| Employer contribution / active EE | $2,084 | $1,107+88.2% | $2,550-18.3% | $1,974+5.6% |
| Participant deferral / active EE | $4,689 | $2,250+108.4% | $3,149+48.9% | $3,061+53.2% |
| Admin fee / account holder | $75 | $281-73.2% | $4,221-98.2% | $95-20.4% |