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) | $44,827 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,072 |
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 | $95,737 | $73,360+30.5% | $177,989-46.2% | $74,495+28.5% |
| Participation rate | 88.1% | 66.6%+21.4pp | 77.1%+11.0pp | 67.2%+20.9pp |
| Annual return | 13.43% | 17.49%-4.1pp | 294.48%-281.0pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,052 | $2,216-52.5% | $3,949-73.4% | $2,623-59.9% |
| Participant deferral / active EE | $4,904 | $4,513+8.7% | $6,276-21.9% | $4,346+12.8% |
| Admin fee / account holder | $436 | $1,808-75.9% | $10,363-95.8% | $1,942-77.6% |