Filed December 20, 2016 (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 37 · EIN 04-2647786 | Loan Processing | $18,561 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $581 |
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 | $151,331 | $69,305+118.4% | $82,313+83.8% | $69,631+117.3% |
| Participation rate | 91.1% | 80.3%+10.9pp | 76.9%+14.2pp | 70.7%+20.4pp |
| Annual return | 16.90% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $2,312 | $1,887+22.6% | $2,428-4.8% | $2,032+13.8% |
| Participant deferral / active EE | $7,302 | $3,568+104.6% | $3,706+97.0% | $3,224+126.5% |
| Admin fee / account holder | $40 | $97-58.6% | $5,608-99.3% | $110-63.6% |