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 | $239,618 |
COOK STREET CONSULTING6 years Service code 50 · EIN 84-0854432 | Direct Payment | $23,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,938 | $136,853-13.8% | $130,231-9.4% | $80,160+47.1% |
| Participation rate | 89.7% | 81.6%+8.1pp | 76.3%+13.5pp | 72.9%+16.8pp |
| Annual return | 29.97% | 22.66%+7.3pp | 38.77%-8.8pp | 40.38%-10.4pp |
| Employer contribution / active EE | $5,368 | $3,395+58.1% | $4,126+30.1% | $2,978+80.3% |
| Participant deferral / active EE | $8,207 | $5,856+40.1% | $6,799+20.7% | $5,017+63.6% |
| Admin fee / account holder | $149 | $184-19.0% | $6,020-97.5% | $145+2.8% |