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 | $2,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,351 | $44,764+5.8% | $68,791-31.2% | $64,808-26.9% |
| Participation rate | 88.7% | 64.8%+24.0pp | 69.0%+19.7pp | 71.5%+17.3pp |
| Annual return | -14.91% | -10.91%-4.0pp | -6.38%-8.5pp | 32.82%-47.7pp |
| Employer contribution / active EE | $587 | $1,775-66.9% | $2,655-77.9% | $2,506-76.6% |
| Participant deferral / active EE | $4,736 | $3,238+46.3% | $3,941+20.2% | $4,310+9.9% |
| Admin fee / account holder | $6 | $151-95.8% | $4,932-99.9% | $188-96.6% |