Filed May 18, 1989
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 |
|---|---|---|
BB&T1 year Service code 16 · EIN 56-1368984 | Consulting | $15,944 |
Service code 60 | Sub-TA Fees | $0 |
Filed as: MERRILL LYNCH Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER & STMT Service code 61 | Finders' fees / placement fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,592 | $53,925-67.4% | $75,670-76.8% | $69,631-74.7% |
| Participation rate | 74.1% | 71.2%+2.9pp | 72.3%+1.8pp | 70.7%+3.4pp |
| Annual return | 15.36% | 17.84%-2.5pp | 27.34%-12.0pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,352-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,262 | $2,569-50.9% | $3,142-59.8% | $3,224-60.9% |
| Admin fee / account holder | $31 | $97-68.0% | $5,800-99.5% | $110-71.8% |