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 | $56,739 |
COOK STREET CONSULTING1 year Service code 50 · EIN 84-0854432 5299 DTC BOULEVARD, SUITE 1000 · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $18,822 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,279 | $118,101-31.2% | $106,387-23.6% | $75,289+8.0% |
| Participation rate | 76.7% | 81.4%-4.7pp | 77.5%-0.8pp | 72.4%+4.3pp |
| Annual return | -6.94% | -2.42%-4.5pp | 0.25%-7.2pp | -0.04%-6.9pp |
| Employer contribution / active EE | $5,408 | $2,880+87.8% | $3,520+53.6% | $2,405+124.9% |
| Participant deferral / active EE | $11,018 | $4,681+135.3% | $5,421+103.2% | $3,739+194.7% |
| Admin fee / account holder | $37 | $85-56.0% | $7,510-99.5% | $102-63.6% |