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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $498,071 |
MOSS ADAMS LLP1+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $14,000 |
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 | $62,756 | $69,651-9.9% | $155,790-59.7% | $69,651-9.9% |
| Participation rate | 86.7% | 66.6%+20.1pp | 76.1%+10.6pp | 66.6%+20.1pp |
| Annual return | 2.15% | 53.77%-51.6pp | 71.54%-69.4pp | 53.77%-51.6pp |
| Employer contribution / active EE | $1,363 | $2,241-39.1% | $3,836-64.5% | $2,241-39.1% |
| Participant deferral / active EE | $4,239 | $3,635+16.6% | $4,797-11.6% | $3,635+16.6% |
| Admin fee / account holder | $50 | $63-20.3% | $7,478-99.3% | $63-20.3% |