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 | $39,030 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $18,328 |
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 | $72,262 | $76,000-4.9% | $154,107-53.1% | $64,186+12.6% |
| Participation rate | 79.2% | 70.4%+8.8pp | 83.0%-3.9pp | 69.6%+9.6pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,161 | $3,351-65.3% | $5,298-78.1% | $2,381-51.2% |
| Participant deferral / active EE | $7,601 | $3,175+139.4% | $5,081+49.6% | $3,470+119.1% |
| Admin fee / account holder | $390 | $5,596-93.0% | $13,411-97.1% | $4,888-92.0% |