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 | $1,007,291 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $17,471 |
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 | $25,973 | $32,762-20.7% | $84,611-69.3% | $89,569-71.0% |
| Participation rate | 86.1% | 34.6%+51.5pp | 68.2%+17.8pp | 69.6%+16.5pp |
| Annual return | 22.28% | 28.37%-6.1pp | 258.74%-236.5pp | 34.56%-12.3pp |
| Employer contribution / active EE | $829 | $564+47.1% | $2,652-68.7% | $2,584-67.9% |
| Participant deferral / active EE | $2,317 | $1,501+54.4% | $3,899-40.6% | $4,220-45.1% |
| Admin fee / account holder | $75 | $82-8.7% | $4,912-98.5% | $72+5.1% |