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) | $44,935 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,200 |
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 | $150,762 | $62,327+141.9% | $120,354+25.3% | $74,495+102.4% |
| Participation rate | 81.9% | 56.8%+25.1pp | 71.9%+10.0pp | 67.2%+14.7pp |
| Annual return | 12.51% | 18.61%-6.1pp | 107.15%-94.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $630 | $1,843-65.8% | $3,463-81.8% | $2,623-76.0% |
| Participant deferral / active EE | $3,745 | $2,893+29.5% | $4,991-25.0% | $4,346-13.8% |
| Admin fee / account holder | $504 | $2,396-79.0% | $9,423-94.6% | $1,942-74.0% |