Filed April 29, 1996 (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 | $42,555 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $39,034 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,937 | $74,347-22.1% | $93,606-38.1% | $67,579-14.3% |
| Participation rate | 84.8% | 80.6%+4.2pp | 75.8%+9.0pp | 71.3%+13.6pp |
| Annual return | 16.89% | 28.07%-11.2pp | 32.76%-15.9pp | 378.56%-361.7pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,718-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,821 | $4,060-30.5% | $4,069-30.7% | $3,539-20.3% |
| Admin fee / account holder | $231 | $123+88.4% | $7,888-97.1% | $142+62.4% |