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 | $391,366 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $61,250 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,780 |
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 | $45,254 | $52,346-13.5% | $143,757-68.5% | $78,044-42.0% |
| Participation rate | 93.4% | 72.7%+20.7pp | 80.3%+13.1pp | 74.4%+18.9pp |
| Annual return | -16.55% | -14.19%-2.4pp | -0.04%-16.5pp | 10.87%-27.4pp |
| Employer contribution / active EE | $1,095 | $2,131-48.6% | $4,951-77.9% | $3,125-65.0% |
| Participant deferral / active EE | $5,122 | $3,800+34.8% | $5,637-9.1% | $5,084+0.7% |
| Admin fee / account holder | $61 | $63-4.6% | $14,673-99.6% | $79-23.4% |