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 | $98,980 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,932 | $104,475+153.6% | $159,436+66.2% | $79,386+233.7% |
| Participation rate | 93.6% | 76.6%+17.0pp | 82.8%+10.8pp | 70.7%+22.9pp |
| Annual return | 15.17% | 67.95%-52.8pp | 263.57%-248.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $10,372 | $3,417+203.6% | $4,829+114.8% | $2,427+327.3% |
| Participant deferral / active EE | $9,203 | $6,467+42.3% | $7,352+25.2% | $4,046+127.5% |
| Admin fee / account holder | $363 | $711-49.0% | $10,799-96.6% | $626-42.1% |