Filed March 3, 2011
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) | $42,484 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,520 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,313 | $78,483+8.7% | $106,201-19.7% | $74,546+14.4% |
| Participation rate | 95.6% | 72.8%+22.8pp | 75.3%+20.3pp | 67.2%+28.3pp |
| Annual return | 21.33% | 15.94%+5.4pp | 116.26%-94.9pp | 1366.03%-1344.7pp |
| Employer contribution / active EE | $4,596 | $2,522+82.3% | $3,170+45.0% | $2,624+75.1% |
| Participant deferral / active EE | $6,430 | $4,320+48.8% | $5,012+28.3% | $4,347+47.9% |
| Admin fee / account holder | $262 | $2,236-88.3% | $11,039-97.6% | $1,944-86.5% |