Filed May 26, 1995 (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 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 26 · EIN 13-5674085 | Advisory (Participants) | $50,596 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,882 | $62,603+118.7% | $104,294+31.2% | $66,914+104.6% |
| Participation rate | 88.0% | 59.6%+28.4pp | 73.3%+14.8pp | 69.8%+18.2pp |
| Annual return | -16.54% | -14.70%-1.8pp | 24.61%-41.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,725 | $1,972+38.2% | $3,372-19.2% | $2,544+7.1% |
| Participant deferral / active EE | $4,993 | $2,853+75.0% | $4,625+8.0% | $4,237+17.9% |
| Admin fee / account holder | $512 | $656-21.9% | $7,339-93.0% | $593-13.7% |