Filed February 2, 1996
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping and info... | $37,205 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & S Service code 50 · EIN 13-5674085 | Direct Payment | $18,695 |
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 | $42,610 | $45,343-6.0% | $150,298-71.6% | $67,986-37.3% |
| Participation rate | 77.5% | 51.9%+25.6pp | 77.8%-0.3pp | 57.2%+20.2pp |
| Annual return | 11.98% | 33.28%-21.3pp | 62.79%-50.8pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,175 | $1,462-19.6% | $4,154-71.7% | $2,019-41.8% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $238 | $2,250-89.4% | $14,116-98.3% | $3,203-92.6% |