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 | $433,338 |
GGF, LLP6+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $47,520 |
PORTFOLIO EVALUATIONS, INC.6+ years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $23,076 |
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 | $38,681 | $33,283+16.2% | $77,482-50.1% | $93,223-58.5% |
| Participation rate | 53.8% | 33.8%+20.0pp | 54.2%-0.3pp | 74.9%-21.1pp |
| Annual return | 10.70% | 16.24%-5.5pp | 54.79%-44.1pp | 19.29%-8.6pp |
| Employer contribution / active EE | $270 | $311-13.3% | $986-72.6% | $2,680-89.9% |
| Participant deferral / active EE | $1,538 | $886+73.5% | $1,861-17.4% | $4,563-66.3% |
| Admin fee / account holder | $86 | $97-11.7% | $2,858-97.0% | $79+8.2% |