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 | $175 |
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 | $36,609 | $46,423-21.1% | $75,886-51.8% | $67,579-45.8% |
| Participation rate | 86.0% | 63.1%+22.9pp | 69.3%+16.7pp | 71.3%+14.7pp |
| Annual return | 20.88% | 32.29%-11.4pp | 30.76%-9.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $273 | $1,406-80.6% | $2,500-89.1% | $2,148-87.3% |
| Participant deferral / active EE | $3,648 | $2,564+42.3% | $3,603+1.3% | $3,539+3.1% |
| Admin fee / account holder | $0 | $132-99.6% | $5,418-100.0% | $142-99.7% |