Filed August 27, 2015 (most recent of 6 filings on file)
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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,656 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,973 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,441 | $65,435-67.2% | $86,677-75.3% | $66,914-68.0% |
| Participation rate | 78.0% | 75.5%+2.6pp | 76.6%+1.5pp | 69.8%+8.2pp |
| Annual return | -14.05% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,381 | $2,153-35.9% | $2,836-51.3% | $2,544-45.7% |
| Participant deferral / active EE | $2,941 | $4,100-28.3% | $4,656-36.8% | $4,237-30.6% |
| Admin fee / account holder | $163 | $642-74.5% | $7,493-97.8% | $593-72.5% |