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) | $40,106 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,951 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,692 | $65,390+37.2% | $169,368-47.0% | $71,457+25.5% |
| Participation rate | 86.2% | 67.0%+19.2pp | 77.1%+9.0pp | 67.9%+18.2pp |
| Annual return | 16.93% | 21.31%-4.4pp | 405.60%-388.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $978 | $2,079-53.0% | $4,013-75.6% | $2,588-62.2% |
| Participant deferral / active EE | $4,929 | $4,367+12.9% | $6,221-20.8% | $4,289+14.9% |
| Admin fee / account holder | $398 | $1,324-70.0% | $9,003-95.6% | $1,587-75.0% |