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 | $153,960 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $20,425 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,029 | $73,0340% | $77,163-5.4% | $80,160-8.9% |
| Participation rate | 69.6% | 78.1%-8.5pp | 69.6%0pp | 72.9%-3.4pp |
| Annual return | 18.99% | 18.56%+0.4pp | 37.87%-18.9pp | 40.38%-21.4pp |
| Employer contribution / active EE | $1,455 | $2,779-47.6% | $2,535-42.6% | $2,978-51.1% |
| Participant deferral / active EE | $3,939 | $4,140-4.9% | $3,833+2.8% | $5,017-21.5% |
| Admin fee / account holder | $217 | $104+109.5% | $5,472-96.0% | $145+49.9% |