Filed March 14, 1994 (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 | $27,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $147,367 | $107,459+37.1% | $135,903+8.4% | $80,160+83.8% |
| Participation rate | 33.9% | 78.0%-44.2pp | 81.9%-48.0pp | 72.9%-39.1pp |
| Annual return | 20.53% | 91.91%-71.4pp | 68.23%-47.7pp | 40.38%-19.9pp |
| Employer contribution / active EE | $1,215 | $3,877-68.7% | $4,856-75.0% | $2,978-59.2% |
| Participant deferral / active EE | $2,329 | $8,195-71.6% | $7,758-70.0% | $5,017-53.6% |
| Admin fee / account holder | $28 | $127-78.0% | $10,762-99.7% | $145-80.8% |