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) | $42,503 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,359 |
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 | $86,577 | $59,159+46.3% | $159,960-45.9% | $66,914+29.4% |
| Participation rate | 79.7% | 68.1%+11.6pp | 78.0%+1.7pp | 69.8%+9.9pp |
| Annual return | -13.24% | -12.26%-1.0pp | 408.60%-421.8pp | 1.58%-14.8pp |
| Employer contribution / active EE | $910 | $1,983-54.1% | $4,226-78.5% | $2,544-64.2% |
| Participant deferral / active EE | $4,654 | $4,395+5.9% | $6,182-24.7% | $4,237+9.8% |
| Admin fee / account holder | $458 | $591-22.5% | $8,698-94.7% | $593-22.9% |