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 | $136,691 |
Service code 10 · EIN 48-1246310 | Accounting | $12,525 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,315 | $2,679,533-96.6% | $164,813-44.0% | $199,593-53.7% |
| Participation rate | 96.7% | 78.3%+18.4pp | 78.6%+18.1pp | 72.0%+24.8pp |
| Annual return | 12.79% | 17.93%-5.1pp | 69.93%-57.1pp | 34.25%-21.5pp |
| Employer contribution / active EE | $7,313 | $2,970+146.2% | $4,341+68.5% | $3,034+141.0% |
| Participant deferral / active EE | $5,816 | $5,010+16.1% | $6,031-3.6% | $5,087+14.3% |
| Admin fee / account holder | $56 | $1,982-97.2% | $12,690-99.6% | $269-79.1% |