Filed September 11, 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 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 | $10,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,474 | $53,925+67.8% | $75,670+19.6% | $69,631+29.9% |
| Participation rate | 57.8% | 71.2%-13.4pp | 72.3%-14.6pp | 70.7%-12.9pp |
| Annual return | 15.54% | 17.84%-2.3pp | 27.34%-11.8pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,228 | $1,802-31.8% | $2,352-47.8% | $2,032-39.6% |
| Participant deferral / active EE | $3,460 | $2,569+34.7% | $3,142+10.1% | $3,224+7.3% |
| Admin fee / account holder | $24 | $97-75.3% | $5,800-99.6% | $110-78.3% |