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) | $45,996 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,675 |
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 | $115,227 | $81,625+41.2% | $167,512-31.2% | $74,304+55.1% |
| Participation rate | 84.8% | 60.0%+24.8pp | 77.1%+7.8pp | 60.3%+24.5pp |
| Annual return | 14.09% | 26.09%-12.0pp | 1615.79%-1601.7pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,109 | $2,010-44.9% | $3,882-71.4% | $2,241-50.5% |
| Participant deferral / active EE | $5,212 | $4,115+26.7% | $6,405-18.6% | $3,767+38.4% |
| Admin fee / account holder | $562 | $3,474-83.8% | $9,769-94.2% | $2,969-81.1% |