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 | $64,354 |
FRANKELZACHARIA1 year Service code 10 · EIN 47-0574775 | Accounting | $42,573 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,204 | $2,679,533-96.7% | $164,813-45.9% | $199,593-55.3% |
| Participation rate | 97.8% | 78.3%+19.5pp | 78.6%+19.2pp | 72.0%+25.8pp |
| Annual return | 21.56% | 17.93%+3.6pp | 69.93%-48.4pp | 34.25%-12.7pp |
| Employer contribution / active EE | $6,217 | $2,970+109.3% | $4,341+43.2% | $3,034+104.9% |
| Participant deferral / active EE | $7,079 | $5,010+41.3% | $6,031+17.4% | $5,087+39.2% |
| Admin fee / account holder | $79 | $1,982-96.0% | $12,690-99.4% | $269-70.5% |