Filed March 13, 2003
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $32,121 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,122 |
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 | $84,482 | $78,419+7.7% | $133,956-36.9% | $73,409+15.1% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.8%+18.7pp | 72.2%+26.3pp |
| Annual return | 15.67% | 33.35%-17.7pp | 45.09%-29.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,307 | $2,044+12.9% | $3,919-41.1% | $2,234+3.3% |
| Participant deferral / active EE | $4,965 | $3,925+26.5% | $5,048-1.6% | $3,805+30.5% |
| Admin fee / account holder | $187 | $161+16.0% | $8,927-97.9% | $158+18.5% |