Filed October 8, 1992
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 | $31,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,958 |
FRANKEL ZACHARIA LLC1 year Filed as: FRANKEL, LLC Service code 10 · EIN 47-0574775 | Accounting | $16,580 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,952 | $84,000-26.2% | $119,609-48.2% | $77,904-20.5% |
| Participation rate | 98.1% | 77.8%+20.3pp | 79.3%+18.9pp | 73.7%+24.5pp |
| Annual return | -14.07% | -11.59%-2.5pp | -14.97%+0.9pp | 12.21%-26.3pp |
| Employer contribution / active EE | $2,806 | $2,907-3.5% | $4,232-33.7% | $2,848-1.4% |
| Participant deferral / active EE | $6,638 | $4,705+41.1% | $5,602+18.5% | $4,806+38.1% |
| Admin fee / account holder | $43 | $116-62.6% | $10,323-99.6% | $133-67.3% |