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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $46,650 |
Filed as: MERRILL LYNCH. Service code 50 PO BOX 74008967 · CHICAGO, IL 60674 | Direct Payment | $6,080 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,730 | $99,078-73.0% | $96,544-72.3% | $74,419-64.1% |
| Participation rate | 98.2% | 80.7%+17.5pp | 76.0%+22.2pp | 70.7%+27.4pp |
| Annual return | 16.92% | 22.48%-5.6pp | 25.84%-8.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,299 | $2,570-49.5% | $2,965-56.2% | $2,637-50.7% |
| Participant deferral / active EE | $1,949 | $4,933-60.5% | $4,851-59.8% | $4,528-56.9% |
| Admin fee / account holder | $69 | $225-69.2% | $8,252-99.2% | $348-80.1% |