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 | $85,468 |
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 | $204,219 | $89,652+127.8% | $141,162+44.7% | $65,185+213.3% |
| Participation rate | 86.5% | 74.7%+11.8pp | 82.5%+4.0pp | 70.2%+16.3pp |
| Annual return | 20.90% | 32.79%-11.9pp | 71.39%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $11,962 | $3,065+290.3% | $4,735+152.6% | $2,177+449.5% |
| Participant deferral / active EE | $8,094 | $5,691+42.2% | $6,709+20.6% | $3,514+130.3% |
| Admin fee / account holder | $303 | $569-46.7% | $10,261-97.0% | $847-64.2% |