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 | $142,422 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,748 | $84,993-8.5% | $129,995-40.2% | $80,160-3.0% |
| Participation rate | 97.1% | 79.5%+17.6pp | 78.5%+18.6pp | 72.9%+24.2pp |
| Annual return | 18.23% | 23.76%-5.5pp | -137.18%+155.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $6,855 | $3,051+124.7% | $4,320+58.7% | $2,978+130.2% |
| Participant deferral / active EE | $5,210 | $4,984+4.5% | $5,820-10.5% | $5,017+3.8% |
| Admin fee / account holder | $41 | $391-89.6% | $10,614-99.6% | $145-72.0% |