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 | $97,713 |
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 | $228,339 | $99,957+128.4% | $149,696+52.5% | $73,488+210.7% |
| Participation rate | 95.1% | 75.7%+19.4pp | 82.5%+12.7pp | 70.7%+24.5pp |
| Annual return | 14.06% | 53.87%-39.8pp | 276.60%-262.5pp | 28.51%-14.4pp |
| Employer contribution / active EE | $11,757 | $3,191+268.4% | $4,644+153.2% | $2,270+417.9% |
| Participant deferral / active EE | $10,086 | $6,073+66.1% | $6,842+47.4% | $3,740+169.7% |
| Admin fee / account holder | $344 | $551-37.5% | $9,309-96.3% | $513-32.9% |