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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $50,959 |
RELIANCE TRUST COMPANY3+ years Service code 70 · EIN 58-1428634 P.O. BOX 720360 · ATLANTA, GA 30358 | Consulting Fees | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,021 | $117,734-25.2% | $115,752-24.0% | $77,958+12.9% |
| Participation rate | 79.0% | 82.0%-3.0pp | 77.8%+1.3pp | 71.6%+7.4pp |
| Annual return | 15.86% | 17.65%-1.8pp | 19.41%-3.6pp | 20.87%-5.0pp |
| Employer contribution / active EE | $3,457 | $2,736+26.4% | $3,492-1.0% | $2,310+49.6% |
| Participant deferral / active EE | $6,860 | $4,435+54.7% | $5,204+31.8% | $3,537+94.0% |
| Admin fee / account holder | $16 | $75-78.0% | $6,278-99.7% | $97-83.1% |