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) | $38,171 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,143 | $62,132+51.5% | $185,823-49.3% | $73,488+28.1% |
| Participation rate | 73.7% | 67.8%+5.9pp | 78.0%-4.3pp | 70.7%+3.0pp |
| Annual return | 13.55% | 20.44%-6.9pp | 35.95%-22.4pp | 28.51%-15.0pp |
| Employer contribution / active EE | $613 | $1,681-63.5% | $4,087-85.0% | $2,270-73.0% |
| Participant deferral / active EE | $4,204 | $3,711+13.3% | $5,632-25.4% | $3,740+12.4% |
| Admin fee / account holder | $400 | $419-4.4% | $9,500-95.8% | $513-22.0% |