Filed February 16, 2000 (most recent of 4 filings on file)
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 | $1,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,371 | $39,898+1.2% | $121,196-66.7% | $55,725-27.6% |
| Participation rate | 43.1% | 61.2%-18.1pp | 71.7%-28.6pp | 70.9%-27.7pp |
| Annual return | -6.13% | -0.96%-5.2pp | 16.93%-23.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,447 | $1,295+11.8% | $4,022-64.0% | $2,078-30.4% |
| Participant deferral / active EE | $1,992 | $2,439-18.3% | $3,344-40.4% | $3,356-40.6% |
| Admin fee / account holder | $14 | $95-85.0% | $5,019-99.7% | $115-87.6% |