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 | $2,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,192 | $91,538+9.5% | $129,995-22.9% | $75,163+33.3% |
| Participation rate | 93.1% | 71.4%+21.6pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 11.31% | -631.11%+642.4pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $5,168 | $2,845+81.6% | $4,320+19.6% | $2,670+93.6% |
| Participant deferral / active EE | $4,489 | $4,341+3.4% | $5,820-22.9% | $4,125+8.8% |
| Admin fee / account holder | $19 | $6,790-99.7% | $10,614-99.8% | $5,651-99.7% |