Filed May 25, 2006
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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $37,739 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,252 | $88,083+19.5% | $164,813-36.1% | $74,495+41.3% |
| Participation rate | 88.3% | 73.0%+15.3pp | 78.6%+9.7pp | 67.2%+21.1pp |
| Annual return | 17.54% | 17.26%+0.3pp | 69.93%-52.4pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,695 | $2,593+3.9% | $4,341-37.9% | $2,623+2.7% |
| Participant deferral / active EE | $9,004 | $4,498+100.2% | $6,031+49.3% | $4,346+107.2% |
| Admin fee / account holder | $269 | $2,234-88.0% | $12,690-97.9% | $1,942-86.2% |