Filed November 8, 2014
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $92,084 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $68,074 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,641 | $58,336-50.9% | $97,226-70.5% | $199,593-85.7% |
| Participation rate | 79.8% | 63.8%+16.0pp | 72.7%+7.1pp | 72.0%+7.8pp |
| Annual return | 17.51% | 32.81%-15.3pp | 75.13%-57.6pp | 34.25%-16.7pp |
| Employer contribution / active EE | $776 | $1,416-45.2% | $2,729-71.6% | $3,034-74.4% |
| Participant deferral / active EE | $3,821 | $3,240+17.9% | $4,264-10.4% | $5,087-24.9% |
| Admin fee / account holder | $142 | $114+24.7% | $5,654-97.5% | $269-47.1% |