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 | $3,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,068 | $47,898+31.7% | $117,472-46.3% | $64,808-2.7% |
| Participation rate | 44.4% | 61.9%-17.5pp | 70.6%-26.2pp | 71.5%-27.1pp |
| Annual return | -14.75% | -15.54%+0.8pp | 29.74%-44.5pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,762 | $1,774-0.7% | $4,176-57.8% | $2,506-29.7% |
| Participant deferral / active EE | $2,285 | $3,151-27.5% | $4,070-43.9% | $4,310-47.0% |
| Admin fee / account holder | $39 | $132-70.1% | $5,645-99.3% | $188-79.0% |