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 | $685,522 |
Filed as: KRONICK KALADA BERDY & CO Service code 50 · EIN 23-2667890 | Direct Payment | $10,500 |
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 | $70,681 | $80,976-12.7% | $185,117-61.8% | $80,976-12.7% |
| Participation rate | 89.8% | 68.3%+21.6pp | 77.3%+12.5pp | 68.3%+21.6pp |
| Annual return | 18.75% | 22.91%-4.2pp | 40.50%-21.7pp | 22.91%-4.2pp |
| Employer contribution / active EE | $1,507 | $2,402-37.3% | $4,182-64.0% | $2,402-37.3% |
| Participant deferral / active EE | $4,668 | $3,848+21.3% | $5,045-7.5% | $3,848+21.3% |
| Admin fee / account holder | $62 | $67-8.2% | $8,159-99.2% | $67-8.2% |