Filed March 28, 1996 (most recent of 2 filings on file)
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 | $64,880 |
RELIANCE TRUST COMPANY2+ years Service code 70 · EIN 58-1428634 | Consulting Fees | $8,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,392 | $107,045-32.4% | $108,745-33.4% | $63,975+13.2% |
| Participation rate | 81.9% | 81.9%0pp | 77.7%+4.2pp | 71.1%+10.8pp |
| Annual return | 8.49% | 18.14%-9.6pp | 46.22%-37.7pp | 48.65%-40.2pp |
| Employer contribution / active EE | $4,017 | $2,651+51.5% | $3,323+20.9% | $2,182+84.1% |
| Participant deferral / active EE | $8,033 | $4,292+87.2% | $5,121+56.9% | $3,356+139.3% |
| Admin fee / account holder | $28 | $67-57.8% | $6,144-99.5% | $70-59.8% |