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 | $229,258 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $27,558 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,230 | $29,988-22.5% | $81,478-71.5% | $80,976-71.3% |
| Participation rate | 81.4% | 32.0%+49.4pp | 68.0%+13.4pp | 68.3%+13.1pp |
| Annual return | 20.29% | 51.73%-31.4pp | 38.78%-18.5pp | 22.91%-2.6pp |
| Employer contribution / active EE | $731 | $470+55.7% | $2,568-71.5% | $2,402-69.6% |
| Participant deferral / active EE | $1,995 | $1,209+65.1% | $3,537-43.6% | $3,848-48.1% |
| Admin fee / account holder | $23 | $63-62.6% | $4,561-99.5% | $67-65.2% |