Filed July 18, 2017 (most recent of 2 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $383,946 |
CRAIG & ASSOCIATES, LLC1+ years Service code 10 3000 DUNDEE ROAD · NORTHBROOK, IL 60062 | Accounting | $30,000 |
HENRY ROSSI & CO., LLP1+ years Filed as: HENRY WURST, INC. Service code 50 1331 SALINE STREET · NORTH KANSAS CITY, MO 64116 | Direct Payment | $24,447 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,104 | $30,633-37.6% | $67,711-71.8% | $67,505-71.7% |
| Participation rate | 80.9% | 35.6%+45.4pp | 67.5%+13.4pp | 71.2%+9.7pp |
| Annual return | 22.26% | 9.81%+12.4pp | 25.41%-3.2pp | 6.52%+15.7pp |
| Employer contribution / active EE | $489 | $771-36.6% | $2,559-80.9% | $2,173-77.5% |
| Participant deferral / active EE | $1,596 | $1,242+28.5% | $3,585-55.5% | $3,597-55.6% |
| Admin fee / account holder | $16 | $71-77.5% | $4,255-99.6% | $56-71.5% |