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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,256 |
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 | $103,019 | $101,724+1.3% | $164,813-37.5% | $80,856+27.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.07% | 16.72%-7.6pp | 69.93%-60.9pp | 35.59%-26.5pp |
| Employer contribution / active EE | $6,122 | $2,953+107.3% | $4,341+41.0% | $2,755+122.2% |
| Participant deferral / active EE | $6,276 | $4,477+40.2% | $6,031+4.1% | $4,296+46.1% |
| Admin fee / account holder | $21 | $8,227-99.8% | $12,690-99.8% | $6,918-99.7% |