Filed November 21, 2013 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $434,203 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $84,140 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $70,321 |
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 | $59,646 | $67,679-11.9% | $155,509-61.6% | $99,062-39.8% |
| Participation rate | 95.3% | 67.2%+28.1pp | 78.2%+17.1pp | 71.6%+23.7pp |
| Annual return | 14.82% | 16.16%-1.3pp | 64.67%-49.8pp | 17.66%-2.8pp |
| Employer contribution / active EE | $1,433 | $2,268-36.8% | $4,672-69.3% | $3,262-56.1% |
| Participant deferral / active EE | $5,685 | $3,828+48.5% | $5,626+1.0% | $5,331+6.6% |
| Admin fee / account holder | $67 | $94-28.3% | $15,912-99.6% | $109-38.3% |