Filed September 10, 2002
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 LLC1 year Filed as: FUTUREPLAN BY ASCENSUS - QBI Service code 15 · EIN 82-3719843 | Recordkeeping | $1,458 |
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,307 | $60,229-8.2% | $90,749-39.1% | - |
| Participation rate | 90.4% | 66.7%+23.7pp | 75.7%+14.7pp | - |
| Annual return | -18.24% | -8.37%-9.9pp | -12.16%-6.1pp | - |
| Employer contribution / active EE | $297 | $1,436-79.3% | $2,921-89.8% | - |
| Participant deferral / active EE | $2,412 | $3,579-32.6% | $4,564-47.2% | - |
| Admin fee / account holder | $349 | $2,834-87.7% | $8,445-95.9% | - |