Filed April 23, 1993
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 | $102,194 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,137 | $73,102+145.1% | $123,544+45.0% | $56,287+218.3% |
| Participation rate | 89.7% | 74.3%+15.3pp | 82.3%+7.4pp | 69.9%+19.8pp |
| Annual return | -6.39% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $11,678 | $2,977+292.3% | $4,628+152.3% | $2,111+453.2% |
| Participant deferral / active EE | $8,202 | $5,423+51.3% | $6,426+27.6% | $3,350+144.9% |
| Admin fee / account holder | $847 | $554+53.0% | $9,284-90.9% | $521+62.6% |