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 | $368,900 |
PORTFOLIO EVALUATIONS, INC.5 years Filed as: PORTFOLIO EVALUATIONS Service code 70 58 MOUNTAIN BLVD · WARREN, NJ 07059 | Consulting Fees | $15,384 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $7,692 |
GGF, LLP8+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $7,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,508 | $41,203-21.1% | $61,373-47.0% | $89,394-63.6% |
| Participation rate | 35.8% | 35.4%+0.5pp | 52.6%-16.7pp | 71.3%-35.5pp |
| Annual return | -14.88% | -14.63%-0.2pp | 338.61%-353.5pp | -11.89%-3.0pp |
| Employer contribution / active EE | $205 | $603-65.9% | $1,159-82.3% | $3,022-93.2% |
| Participant deferral / active EE | $1,014 | $1,367-25.8% | $2,125-52.3% | $5,123-80.2% |
| Admin fee / account holder | $71 | $74-3.9% | $2,130-96.7% | $79-10.9% |