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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $36,621 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,068 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,786 | $76,050-55.6% | $96,544-65.0% | $71,457-52.7% |
| Participation rate | 81.4% | 74.4%+7.0pp | 76.0%+5.4pp | 67.9%+13.5pp |
| Annual return | 12.22% | 22.81%-10.6pp | 25.84%-13.6pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,514 | $2,244-32.5% | $2,965-48.9% | $2,588-41.5% |
| Participant deferral / active EE | $3,600 | $4,215-14.6% | $4,851-25.8% | $4,289-16.1% |
| Admin fee / account holder | $272 | $2,707-90.0% | $8,252-96.7% | $1,587-82.9% |