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 | $665,242 |
MOSS ADAMS LLP2+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $14,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,931 | $329,111-80.6% | $171,082-62.6% | $329,111-80.6% |
| Participation rate | 85.7% | 67.9%+17.9pp | 76.7%+9.0pp | 67.9%+17.9pp |
| Annual return | 7.96% | 16.35%-8.4pp | 32.56%-24.6pp | 16.35%-8.4pp |
| Employer contribution / active EE | $1,370 | $2,303-40.5% | $4,002-65.8% | $2,303-40.5% |
| Participant deferral / active EE | $4,268 | $3,682+15.9% | $4,797-11.0% | $3,682+15.9% |
| Admin fee / account holder | $64 | $754-91.5% | $8,520-99.2% | $754-91.5% |