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 | $405,793 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $83,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,406 |
Form 5500 reported that benefits due were not provided when due.
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 | $52,501 | $59,339-11.5% | $149,673-64.9% | $103,482-49.3% |
| Participation rate | 91.3% | 70.2%+21.2pp | 78.8%+12.6pp | 73.3%+18.1pp |
| Annual return | 19.61% | 77.78%-58.2pp | 134.42%-114.8pp | 33.11%-13.5pp |
| Employer contribution / active EE | $1,216 | $2,178-44.2% | $4,818-74.8% | $3,208-62.1% |
| Participant deferral / active EE | $4,866 | $3,716+30.9% | $5,680-14.3% | $5,207-6.6% |
| Admin fee / account holder | $63 | $103-38.7% | $13,210-99.5% | $114-44.7% |