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 | $779,363 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $16,900 |
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 | $21,527 | $26,810-19.7% | $76,523-71.9% | $73,367-70.7% |
| Participation rate | 83.8% | 34.6%+49.2pp | 68.0%+15.8pp | 69.5%+14.4pp |
| Annual return | -5.55% | 17.04%-22.6pp | -0.27%-5.3pp | 173.45%-179.0pp |
| Employer contribution / active EE | $781 | $503+55.3% | $2,647-70.5% | $2,499-68.8% |
| Participant deferral / active EE | $2,157 | $1,312+64.4% | $3,835-43.8% | $4,033-46.5% |
| Admin fee / account holder | $62 | $71-11.7% | $4,848-98.7% | $68-8.7% |