Filed October 25, 1996
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 | $275 |
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 | $25,506 | $39,819-35.9% | $67,834-62.4% | $57,658-55.8% |
| Participation rate | 80.7% | 61.2%+19.5pp | 68.8%+11.9pp | 70.2%+10.5pp |
| Annual return | 7.52% | 9.19%-1.7pp | 138.47%-131.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $273 | $1,277-78.6% | $2,403-88.6% | $1,974-86.2% |
| Participant deferral / active EE | $2,062 | $2,209-6.7% | $3,160-34.7% | $3,061-32.6% |
| Admin fee / account holder | $1 | $84-99.0% | $4,622-100.0% | $95-99.2% |