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 16 · EIN 13-5674085 | Consulting | $71,887 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,522 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,734 | $86,225+13.3% | $146,665-33.4% | $86,799+12.6% |
| Participation rate | 80.7% | 78.0%+2.7pp | 80.1%+0.6pp | 72.3%+8.4pp |
| Annual return | 16.01% | 31.23%-15.2pp | 22.74%-6.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,268 | $2,392-47.0% | $4,136-69.4% | $2,405-47.3% |
| Participant deferral / active EE | $5,413 | $4,245+27.5% | $5,506-1.7% | $4,131+31.0% |
| Admin fee / account holder | $109 | $195-44.2% | $10,280-98.9% | $170-35.7% |