Filed January 11, 1994
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 | $326,351 |
Service code 70 · EIN 48-1246310 | Consulting Fees | $12,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,328 | $111,072-3.4% | $156,263-31.3% | $102,872+4.3% |
| Participation rate | 97.1% | 80.1%+17.0pp | 78.9%+18.2pp | 73.0%+24.1pp |
| Annual return | 14.91% | 16.98%-2.1pp | 59.47%-44.6pp | 19.06%-4.1pp |
| Employer contribution / active EE | $7,806 | $4,017+94.3% | $4,333+80.2% | $3,526+121.4% |
| Participant deferral / active EE | $6,166 | $5,455+13.0% | $6,158+0.1% | $5,535+11.4% |
| Admin fee / account holder | $103 | $120-14.9% | $14,255-99.3% | $292-64.9% |