Filed January 7, 1994
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 | $105,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,597 | $41,510+48.4% | $84,966-27.5% | $99,062-37.8% |
| Participation rate | 11.6% | 35.3%-23.7pp | 67.5%-55.9pp | 71.6%-60.0pp |
| Annual return | 17.64% | 17.38%+0.3pp | 66.38%-48.7pp | 17.66%0pp |
| Employer contribution / active EE | $60 | $1,137-94.7% | $2,727-97.8% | $3,262-98.2% |
| Participant deferral / active EE | $767 | $2,246-65.9% | $4,519-83.0% | $5,331-85.6% |
| Admin fee / account holder | $83 | $175-52.4% | $6,149-98.6% | $109-23.5% |