Filed May 22, 1996
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 | $6,745 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,811 | $56,629+33.9% | $77,999-2.8% | $55,167+37.4% |
| Participation rate | 79.3% | 73.3%+6.0pp | 75.5%+3.8pp | 69.0%+10.3pp |
| Annual return | 6.13% | 2866.98%-2860.9pp | 425.96%-419.8pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,634 | $1,723+52.9% | $2,470+6.6% | $1,963+34.2% |
| Participant deferral / active EE | $2,842 | $2,777+2.3% | $3,497-18.7% | $3,054-7.0% |
| Admin fee / account holder | $35 | $467-92.6% | $5,480-99.4% | $504-93.1% |