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 | $78,485+8.7% | $106,213-19.7% | $74,495+14.5% |
| Participation rate | 95.6% | 72.8%+22.7pp | 75.3%+20.3pp | 67.2%+28.4pp |
| Annual return | 21.33% | 15.95%+5.4pp | 116.14%-94.8pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $4,596 | $2,523+82.2% | $3,171+44.9% | $2,623+75.2% |
| Participant deferral / active EE | $6,430 | $4,322+48.8% | $5,016+28.2% | $4,346+48.0% |
| Admin fee / account holder | $262 | $2,232-88.3% | $11,033-97.6% | $1,942-86.5% |