Filed January 30, 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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,364 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,169 | $44,873+72.0% | $79,464-2.9% | $56,287+37.1% |
| Participation rate | 67.1% | 68.7%-1.7pp | 73.3%-6.3pp | 69.9%-2.8pp |
| Annual return | -5.73% | 0.81%-6.5pp | 718.14%-723.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $858 | $2,140-59.9% | $2,800-69.4% | $2,111-59.3% |
| Participant deferral / active EE | $3,705 | $2,746+34.9% | $3,7040% | $3,350+10.6% |
| Admin fee / account holder | $251 | $418-40.1% | $5,113-95.1% | $521-51.9% |