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 | $372 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,374 | $41,467-29.2% | $67,313-56.4% | $55,725-47.3% |
| Participation rate | 84.9% | 62.5%+22.4pp | 69.1%+15.9pp | 70.9%+14.1pp |
| Annual return | -6.90% | 0.82%-7.7pp | -4.08%-2.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $275 | $1,316-79.1% | $2,566-89.3% | $2,078-86.8% |
| Participant deferral / active EE | $3,465 | $2,399+44.4% | $3,568-2.9% | $3,356+3.3% |
| Admin fee / account holder | $1 | $102-99.0% | $4,507-100.0% | $115-99.1% |