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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,864 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $18,683 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,183 | $79,171-44.2% | $102,423-56.9% | $74,495-40.7% |
| Participation rate | 79.5% | 74.8%+4.7pp | 76.5%+3.0pp | 67.2%+12.3pp |
| Annual return | 11.03% | 54.93%-43.9pp | 29.32%-18.3pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,699 | $2,362-28.1% | $3,023-43.8% | $2,623-35.2% |
| Participant deferral / active EE | $4,104 | $4,415-7.0% | $5,053-18.8% | $4,346-5.6% |
| Admin fee / account holder | $290 | $2,001-85.5% | $9,451-96.9% | $1,942-85.0% |