Filed August 20, 1997
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 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $76,327 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,872 | $93,182+160.6% | $146,665+65.6% | $79,386+205.9% |
| Participation rate | 90.4% | 76.4%+14.0pp | 80.1%+10.3pp | 70.7%+19.7pp |
| Annual return | 14.61% | 21.61%-7.0pp | 22.74%-8.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $3,173 | $2,420+31.1% | $4,136-23.3% | $2,427+30.7% |
| Participant deferral / active EE | $9,986 | $4,169+139.5% | $5,506+81.4% | $4,046+146.8% |
| Admin fee / account holder | $587 | $585+0.4% | $10,280-94.3% | $626-6.3% |