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 | $58,043 |
FRANKELZACHARIA2 years Service code 10 · EIN 47-0574775 | Accounting | $14,200 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,856 | $111,072-3.8% | $156,263-31.6% | $102,872+3.9% |
| Participation rate | 97.4% | 80.1%+17.3pp | 78.9%+18.5pp | 73.0%+24.4pp |
| Annual return | 10.89% | 16.98%-6.1pp | 59.47%-48.6pp | 19.06%-8.2pp |
| Employer contribution / active EE | $6,684 | $4,017+66.4% | $4,333+54.3% | $3,526+89.5% |
| Participant deferral / active EE | $12,872 | $5,455+136.0% | $6,158+109.0% | $5,535+132.6% |
| Admin fee / account holder | $60 | $120-49.8% | $14,255-99.6% | $292-79.3% |