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 | $86,896 |
COOK STREET CONSULTING2 years Service code 50 · EIN 84-0854432 5299 DTC BOULEVARD, SUITE 1000 · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $23,500 |
Filed as: CAMBRIDGE ASSOCIATES Service code 70 · EIN 04-3515240 125 HIGH STREET · BOSTON, MA 02110 | Consulting Fees | $6,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,697 | $75,419+33.5% | $392,568-74.3% | $67,579+49.0% |
| Participation rate | 77.6% | 74.8%+2.8pp | 78.1%-0.4pp | 71.3%+6.4pp |
| Annual return | 21.13% | 36.70%-15.6pp | 24.42%-3.3pp | 378.56%-357.4pp |
| Employer contribution / active EE | $3,835 | $2,636+45.5% | $3,783+1.4% | $2,148+78.6% |
| Participant deferral / active EE | $8,270 | $4,347+90.2% | $5,985+38.2% | $3,539+133.7% |
| Admin fee / account holder | $72 | $114-36.8% | $6,260-98.9% | $142-49.5% |