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 | $502,879 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 70 · EIN 22-3570392 | Consulting Fees | $54,238 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,278 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,513 | $69,238-54.5% | $185,823-83.0% | $101,517-69.0% |
| Participation rate | 76.8% | 73.5%+3.3pp | 81.7%-4.9pp | 74.6%+2.3pp |
| Annual return | 13.59% | 21.26%-7.7pp | 122.05%-108.5pp | 21.00%-7.4pp |
| Employer contribution / active EE | $1,072 | $2,104-49.0% | $5,167-79.2% | $2,973-63.9% |
| Participant deferral / active EE | $2,194 | $3,764-41.7% | $5,568-60.6% | $4,873-55.0% |
| Admin fee / account holder | $95 | $66+43.8% | $16,237-99.4% | $139-31.6% |