Filed December 22, 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 | $45,892 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,188 | $106,087-38.6% | $86,677-24.8% | $78,044-16.5% |
| Participation rate | 96.8% | 89.6%+7.2pp | 76.6%+20.2pp | 74.4%+22.4pp |
| Annual return | -16.13% | -14.87%-1.3pp | 35.91%-52.0pp | 10.87%-27.0pp |
| Employer contribution / active EE | $2,935 | $4,110-28.6% | $2,836+3.5% | $3,125-6.1% |
| Participant deferral / active EE | $4,719 | $6,851-31.1% | $4,656+1.4% | $5,084-7.2% |
| Admin fee / account holder | $4 | $81-94.5% | $7,493-99.9% | $79-94.3% |