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 | $108,524 |
Service code 10 9401 W 87TH ST. · OVERLAND PARK, KS 662123755 | Accounting | $10,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,679 | $84,000-11.1% | $119,609-37.6% | $77,904-4.1% |
| Participation rate | 96.5% | 77.8%+18.7pp | 79.3%+17.2pp | 73.7%+22.8pp |
| Annual return | -12.78% | -11.59%-1.2pp | -14.97%+2.2pp | 12.21%-25.0pp |
| Employer contribution / active EE | $5,654 | $2,907+94.5% | $4,232+33.6% | $2,848+98.6% |
| Participant deferral / active EE | $5,232 | $4,705+11.2% | $5,602-6.6% | $4,806+8.9% |
| Admin fee / account holder | $37 | $116-67.7% | $10,323-99.6% | $133-71.8% |