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) | $44,814 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,708 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,504 | $70,879+55.9% | $189,557-41.7% | $79,386+39.2% |
| Participation rate | 74.4% | 68.0%+6.4pp | 78.4%-4.1pp | 70.7%+3.7pp |
| Annual return | 14.46% | 20.70%-6.2pp | 64.17%-49.7pp | 116.85%-102.4pp |
| Employer contribution / active EE | $665 | $1,806-63.2% | $4,412-84.9% | $2,427-72.6% |
| Participant deferral / active EE | $4,818 | $4,081+18.0% | $6,174-22.0% | $4,046+19.1% |
| Admin fee / account holder | $477 | $647-26.4% | $9,807-95.1% | $626-23.9% |