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 | $145,036 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,597 | $26,033-5.5% | $74,583-67.0% | $329,111-92.5% |
| Participation rate | 85.4% | 26.0%+59.4pp | 68.1%+17.3pp | 67.9%+17.5pp |
| Annual return | 35.08% | 33.64%+1.4pp | 20.47%+14.6pp | 16.35%+18.7pp |
| Employer contribution / active EE | $589 | $317+85.5% | $2,525-76.7% | $2,303-74.4% |
| Participant deferral / active EE | $1,797 | $825+117.8% | $3,458-48.0% | $3,682-51.2% |
| Admin fee / account holder | $25 | $62-60.7% | $4,138-99.4% | $754-96.7% |