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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $101,516 |
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 | $304,381 | $101,317+200.4% | $146,958+107.1% | $74,495+308.6% |
| Participation rate | 90.5% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.3pp |
| Annual return | 14.17% | 8730.91%-8716.7pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $13,966 | $3,810+266.5% | $4,933+183.1% | $2,623+432.4% |
| Participant deferral / active EE | $10,829 | $7,303+48.3% | $8,070+34.2% | $4,346+149.2% |
| Admin fee / account holder | $400 | $1,739-77.0% | $12,998-96.9% | $1,942-79.4% |