Filed August 23, 2013 (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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $429,395 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $112,475 |
Service code 70 190 LATHROP ST. · KINSTON, PA 18704 | Consulting Fees | $12,900 |
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 | $112,252 | $99,062+13.3% | $177,989-36.9% | $99,062+13.3% |
| Participation rate | 93.0% | 71.6%+21.3pp | 77.1%+15.9pp | 71.6%+21.3pp |
| Annual return | 12.79% | 17.66%-4.9pp | 294.48%-281.7pp | 17.66%-4.9pp |
| Employer contribution / active EE | $2,751 | $3,262-15.7% | $3,949-30.3% | $3,262-15.7% |
| Participant deferral / active EE | $7,180 | $5,331+34.7% | $6,276+14.4% | $5,331+34.7% |
| Admin fee / account holder | $230 | $109+111.0% | $10,363-97.8% | $109+111.0% |