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) | $41,618 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $925 |
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 | $157,578 | $57,651+173.3% | $112,229+40.4% | $71,457+120.5% |
| Participation rate | 85.5% | 58.9%+26.6pp | 72.4%+13.1pp | 67.9%+17.6pp |
| Annual return | 16.72% | 18.32%-1.6pp | 30.20%-13.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,602 | $1,913+36.0% | $3,430-24.1% | $2,588+0.6% |
| Participant deferral / active EE | $4,665 | $2,863+62.9% | $4,798-2.8% | $4,289+8.8% |
| Admin fee / account holder | $420 | $1,581-73.4% | $7,748-94.6% | $1,587-73.5% |