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 | $2,500 |
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 | $43,735 | $51,288-14.7% | $81,983-46.7% | $73,409-40.4% |
| Participation rate | 86.9% | 64.0%+22.9pp | 69.2%+17.6pp | 72.2%+14.7pp |
| Annual return | 15.38% | 29.48%-14.1pp | 41.31%-25.9pp | 59.29%-43.9pp |
| Employer contribution / active EE | $377 | $1,487-74.6% | $2,498-84.9% | $2,234-83.1% |
| Participant deferral / active EE | $3,960 | $2,715+45.9% | $3,722+6.4% | $3,805+4.1% |
| Admin fee / account holder | $7 | $125-94.6% | $5,664-99.9% | $158-95.7% |