Filed December 16, 1992
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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,875 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,746 | $36,916+67.3% | $156,549-60.6% | $57,658+7.1% |
| Participation rate | 88.0% | 63.4%+24.6pp | 84.0%+4.0pp | 70.2%+17.8pp |
| Annual return | 8.52% | 12.38%-3.9pp | 32.23%-23.7pp | 5.13%+3.4pp |
| Employer contribution / active EE | $3,192 | $1,571+103.2% | $5,501-42.0% | $1,974+61.7% |
| Participant deferral / active EE | $3,821 | $1,926+98.4% | $4,871-21.6% | $3,061+24.8% |
| Admin fee / account holder | $17 | $82-79.2% | $13,027-99.9% | $95-81.8% |