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 | $98,686 |
Filed as: MERRILL LYNCH. Service code 27 PO BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $22,585 |
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 | $30,129 | $88,890-66.1% | $102,423-70.6% | $77,643-61.2% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.4pp |
| Annual return | 14.27% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,984 | $2,698-26.5% | $3,023-34.4% | $2,726-27.2% |
| Participant deferral / active EE | $2,089 | $5,145-59.4% | $5,053-58.7% | $4,647-55.1% |
| Admin fee / account holder | $153 | $235-35.0% | $9,451-98.4% | $430-64.4% |