Filed September 27, 1995
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 | $3,899 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,033 | $81,900+6.3% | $119,609-27.2% | $68,494+27.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.89% | -23.82%+10.9pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $5,122 | $2,693+90.2% | $4,232+21.0% | $2,596+97.3% |
| Participant deferral / active EE | $4,365 | $4,148+5.3% | $5,602-22.1% | $4,027+8.4% |
| Admin fee / account holder | $38 | $6,582-99.4% | $10,323-99.6% | $5,403-99.3% |