Filed April 6, 1999 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,343 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $12,186 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,775 | $84,233-13.6% | $170,442-57.3% | $70,131+3.8% |
| Participation rate | 79.2% | 70.8%+8.4pp | 83.6%-4.4pp | 69.5%+9.7pp |
| Annual return | 12.51% | 23.06%-10.6pp | 205.93%-193.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,118 | $3,387-67.0% | $5,433-79.4% | $2,342-52.3% |
| Participant deferral / active EE | $7,318 | $3,086+137.1% | $4,939+48.1% | $3,332+119.6% |
| Admin fee / account holder | $316 | $5,698-94.5% | $13,880-97.7% | $4,645-93.2% |