Filed October 18, 2004
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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,290 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,354 | $65,862+2.3% | $124,672-46.0% | $79,386-15.2% |
| Participation rate | 27.2% | 62.2%-35.0pp | 74.6%-47.4pp | 70.7%-43.5pp |
| Annual return | 14.07% | 19.02%-4.9pp | 5142.93%-5128.9pp | 116.85%-102.8pp |
| Employer contribution / active EE | $692 | $1,883-63.3% | $3,324-79.2% | $2,427-71.5% |
| Participant deferral / active EE | $2,027 | $2,772-26.9% | $4,614-56.1% | $4,046-49.9% |
| Admin fee / account holder | $174 | $673-74.2% | $7,493-97.7% | $626-72.3% |