Filed December 30, 1992
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 & SMIT Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $109,011 |
FLAGEL HUBER FLAGEL5 years Filed as: FLAGEL, HUBER, FLAGEL & CO. Service code 10 · EIN 31-0796034 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $6,000 |
Filed as: ESLER & VANDERSCHAAFF CO., LPA Service code 70 · EIN 31-1399107 2912 SPRINGBORO WEST · DAYTON, OH 45439 | Consulting Fees | $2,133 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,968 | $55,415+603.7% | $155,509+150.8% | $74,495+423.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.60% | 268.50%-250.9pp | 64.67%-47.1pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $18,161 | $2,267+701.1% | $4,672+288.7% | $2,623+592.4% |
| Participant deferral / active EE | $13,616 | $2,836+380.1% | $5,626+142.0% | $4,346+213.3% |
| Admin fee / account holder | $303 | $1,738-82.6% | $15,912-98.1% | $1,942-84.4% |