Filed June 8, 2005
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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $459,748 |
GGF, LLP5+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $17,394 |
PORTFOLIO EVALUATIONS, INC.5+ years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $14,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,815 | $43,471-24.5% | $74,701-56.1% | $89,569-63.4% |
| Participation rate | 40.5% | 36.3%+4.2pp | 54.5%-14.0pp | 69.6%-29.1pp |
| Annual return | 18.69% | 24.97%-6.3pp | 752.92%-734.2pp | 34.56%-15.9pp |
| Employer contribution / active EE | $193 | $554-65.2% | $1,084-82.2% | $2,584-92.6% |
| Participant deferral / active EE | $956 | $1,177-18.7% | $1,964-51.3% | $4,220-77.3% |
| Admin fee / account holder | $71 | $74-3.8% | $3,333-97.9% | $72-0.8% |