Filed January 6, 2006
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 Service code 26 · EIN 13-5674085 | Advisory (Participants) | $138,457 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,008 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,114 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,134 | $78,419+11.1% | $133,956-35.0% | $73,409+18.7% |
| Participation rate | 82.0% | 78.6%+3.4pp | 79.8%+2.2pp | 72.2%+9.8pp |
| Annual return | 13.69% | 33.35%-19.7pp | 45.09%-31.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $492 | $2,044-75.9% | $3,919-87.4% | $2,234-78.0% |
| Participant deferral / active EE | $4,533 | $3,925+15.5% | $5,048-10.2% | $3,805+19.1% |
| Admin fee / account holder | $97 | $161-39.8% | $8,927-98.9% | $158-38.5% |