Filed May 26, 1995 (most recent of 2 filings on file)
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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $68,534 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,034 | $65,862+143.0% | $124,672+28.4% | $79,386+101.6% |
| Participation rate | 89.1% | 62.2%+26.9pp | 74.6%+14.5pp | 70.7%+18.4pp |
| Annual return | 13.59% | 19.02%-5.4pp | 5142.93%-5129.3pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,585 | $1,883+37.2% | $3,324-22.2% | $2,427+6.5% |
| Participant deferral / active EE | $4,856 | $2,772+75.2% | $4,614+5.2% | $4,046+20.0% |
| Admin fee / account holder | $621 | $673-7.7% | $7,493-91.7% | $626-0.9% |