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 | $403,747 |
THE CENTURION GROUP, LLC3 years Filed as: CENTURION GROUP, LLC Service code 70 · EIN 20-8394397 | Consulting Fees | $51,500 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 70 · EIN 22-3570392 | Consulting Fees | $22,316 |
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 | $25,879 | $53,565-51.7% | $172,739-85.0% | $82,204-68.5% |
| Participation rate | 80.3% | 69.6%+10.6pp | 82.6%-2.4pp | 73.4%+6.9pp |
| Annual return | 23.44% | 31.42%-8.0pp | 802.84%-779.4pp | 26.31%-2.9pp |
| Employer contribution / active EE | $913 | $1,857-50.8% | $5,143-82.3% | $2,707-66.3% |
| Participant deferral / active EE | $1,796 | $3,006-40.2% | $5,198-65.4% | $4,246-57.7% |
| Admin fee / account holder | $79 | $61+28.3% | $13,954-99.4% | $76+4.2% |