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 | $404 |
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 | $29,830 | $44,059-32.3% | $71,671-58.4% | $69,631-57.2% |
| Participation rate | 84.9% | 60.8%+24.1pp | 68.7%+16.2pp | 70.7%+14.2pp |
| Annual return | 14.15% | 21.97%-7.8pp | 20.65%-6.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $278 | $1,305-78.7% | $2,460-88.7% | $2,032-86.3% |
| Participant deferral / active EE | $2,918 | $2,370+23.1% | $3,438-15.1% | $3,224-9.5% |
| Admin fee / account holder | $1 | $108-98.9% | $5,558-100.0% | $110-98.9% |