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 | $3,499 |
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 | $52,695 | $47,648+10.6% | $130,648-59.7% | $67,579-22.0% |
| Participation rate | 44.4% | 60.4%-16.1pp | 71.7%-27.4pp | 71.3%-26.9pp |
| Annual return | 22.46% | 25.73%-3.3pp | 1708.96%-1686.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,615 | $1,408+14.7% | $4,092-60.5% | $2,148-24.8% |
| Participant deferral / active EE | $2,120 | $2,616-19.0% | $3,603-41.1% | $3,539-40.1% |
| Admin fee / account holder | $17 | $105-83.4% | $5,464-99.7% | $142-87.7% |