Filed March 31, 1998
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 | $370,876 |
THE CENTURION GROUP, LLC2 years Filed as: CENTURION GROUP, LLC Service code 70 · EIN 20-8394397 | Consulting Fees | $50,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 11 99 WOOD AVENUE SOUTH · ISELIN, NJ 08830 | Actuarial | $12,963 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,212 | $44,007-47.3% | $154,107-84.9% | $68,904-66.3% |
| Participation rate | 78.5% | 70.0%+8.5pp | 83.0%-4.5pp | 74.1%+4.4pp |
| Annual return | -3.73% | 8.15%-11.9pp | 735.12%-738.9pp | 1.07%-4.8pp |
| Employer contribution / active EE | $826 | $1,732-52.3% | $5,298-84.4% | $2,540-67.5% |
| Participant deferral / active EE | $1,722 | $2,813-38.8% | $5,081-66.1% | $4,015-57.1% |
| Admin fee / account holder | $85 | $65+30.7% | $13,411-99.4% | $71+18.7% |