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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,935 |
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 | $89,911 | $58,778+53.0% | $129,207-30.4% | $77,643+15.8% |
| Participation rate | 43.9% | 59.2%-15.4pp | 69.6%-25.8pp | 70.6%-26.7pp |
| Annual return | 13.42% | 24.73%-11.3pp | 9417.33%-9403.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,314 | $1,952+18.6% | $4,153-44.3% | $2,726-15.1% |
| Participant deferral / active EE | $2,867 | $3,212-10.7% | $4,168-31.2% | $4,647-38.3% |
| Admin fee / account holder | $12 | $589-97.9% | $7,715-99.8% | $430-97.1% |