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 | Participant communication; Recordkeep... | $37,205 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & S Service code 50 · EIN 13-5674085 | Direct Payment | $18,695 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,915-14.6% | $154,803-72.5% | $74,304-42.7% |
| Participation rate | 77.5% | 54.0%+23.5pp | 78.1%-0.6pp | 60.3%+17.1pp |
| Annual return | 11.98% | 34.06%-22.1pp | 58.88%-46.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,175 | $1,611-27.1% | $4,305-72.7% | $2,241-47.6% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $238 | $2,189-89.1% | $14,329-98.3% | $2,969-92.0% |