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 | $5,250 |
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 | $90,245 | $63,299+42.6% | $91,001-0.8% | $62,292+44.9% |
| Participation rate | 88.3% | 73.3%+15.0pp | 75.6%+12.7pp | 69.5%+18.8pp |
| Annual return | 13.75% | 20.99%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $3,325 | $1,807+84.0% | $2,456+35.4% | $2,042+62.8% |
| Participant deferral / active EE | $3,436 | $2,943+16.8% | $3,547-3.2% | $3,169+8.4% |
| Admin fee / account holder | $37 | $468-92.0% | $5,417-99.3% | $479-92.2% |