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 | $97,640 |
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 | $262,923 | $91,407+187.6% | $135,903+93.5% | $71,457+267.9% |
| Participation rate | 95.3% | 75.7%+19.7pp | 81.9%+13.4pp | 67.9%+27.4pp |
| Annual return | 18.13% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $8,483 | $3,703+129.1% | $4,856+74.7% | $2,588+227.8% |
| Participant deferral / active EE | $12,510 | $7,092+76.4% | $7,758+61.3% | $4,289+191.7% |
| Admin fee / account holder | $358 | $1,266-71.7% | $10,762-96.7% | $1,587-77.5% |