Filed November 1, 2005 (most recent of 2 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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $232,188 |
Filed as: MERRILL LYNCH ACCTS REC Service code 27 · EIN 13-5674085 | Advisory (Plan) | $55,314 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,207 | $47,456-19.5% | $172,739-77.9% | $77,787-50.9% |
| Participation rate | 93.5% | 66.3%+27.3pp | 82.6%+10.9pp | 73.2%+20.3pp |
| Annual return | 19.88% | 35.57%-15.7pp | 802.84%-783.0pp | 32.57%-12.7pp |
| Employer contribution / active EE | $396 | $1,574-74.9% | $5,143-92.3% | $2,504-84.2% |
| Participant deferral / active EE | $3,891 | $2,560+52.0% | $5,198-25.1% | $3,967-1.9% |
| Admin fee / account holder | $78 | $81-3.0% | $13,954-99.4% | $100-21.7% |