Filed December 29, 1992
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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $249,349 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,263 |
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 | $86,964 | $110,299-21.2% | $102,423-15.1% | $199,593-56.4% |
| Participation rate | 99.5% | 86.3%+13.2pp | 76.5%+23.0pp | 72.0%+27.5pp |
| Annual return | 14.93% | 35.73%-20.8pp | 29.32%-14.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $4,958 | $3,603+37.6% | $3,023+64.0% | $3,034+63.4% |
| Participant deferral / active EE | $3,917 | $6,376-38.6% | $5,053-22.5% | $5,087-23.0% |
| Admin fee / account holder | $128 | $122+4.9% | $9,451-98.6% | $269-52.3% |