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 | Recordkeeping | $132,989 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,374 | $88,083+224.0% | $164,813+73.2% | $74,495+283.1% |
| Participation rate | 81.6% | 73.0%+8.6pp | 78.6%+3.0pp | 67.2%+14.4pp |
| Annual return | 12.60% | 17.26%-4.7pp | 69.93%-57.3pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,422 | $2,593+32.0% | $4,341-21.2% | $2,623+30.5% |
| Participant deferral / active EE | $10,225 | $4,498+127.3% | $6,031+69.5% | $4,346+135.3% |
| Admin fee / account holder | $1,090 | $2,234-51.2% | $12,690-91.4% | $1,942-43.9% |