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 | $248,797 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $55,350 |
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 | $47,864 | $56,095-14.7% | $178,490-73.2% | $90,288-47.0% |
| Participation rate | 91.8% | 65.6%+26.3pp | 81.9%+9.9pp | 73.4%+18.5pp |
| Annual return | 18.53% | 28.81%-10.3pp | 151.07%-132.5pp | 53.97%-35.4pp |
| Employer contribution / active EE | $1,091 | $1,572-30.6% | $5,011-78.2% | $2,524-56.8% |
| Participant deferral / active EE | $4,334 | $2,669+62.4% | $5,202-16.7% | $4,232+2.4% |
| Admin fee / account holder | $91 | $101-9.8% | $13,984-99.4% | $114-20.4% |