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 | $365,825 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 70 · EIN 22-3570392 | Consulting Fees | $57,541 |
BAKER TILLY US, LLP4 years Service code 70 · EIN 30-1413443 | Consulting Fees | $14,700 |
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 | $36,208 | $59,339-39.0% | $149,673-75.8% | $103,482-65.0% |
| Participation rate | 71.9% | 70.2%+1.7pp | 78.8%-6.9pp | 73.3%-1.4pp |
| Annual return | 17.48% | 77.78%-60.3pp | 134.42%-116.9pp | 33.11%-15.6pp |
| Employer contribution / active EE | $1,197 | $2,178-45.1% | $4,818-75.2% | $3,208-62.7% |
| Participant deferral / active EE | $2,483 | $3,716-33.2% | $5,680-56.3% | $5,207-52.3% |
| Admin fee / account holder | $81 | $103-21.4% | $13,210-99.4% | $114-29.0% |