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 | $890,858 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $17,900 |
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 | $32,086 | $37,542-14.5% | $89,391-64.1% | $93,223-65.6% |
| Participation rate | 86.4% | 36.7%+49.7pp | 68.0%+18.4pp | 74.9%+11.5pp |
| Annual return | 12.20% | 16.65%-4.4pp | 245.62%-233.4pp | 19.29%-7.1pp |
| Employer contribution / active EE | $984 | $644+52.8% | $2,586-62.0% | $2,680-63.3% |
| Participant deferral / active EE | $2,617 | $1,684+55.4% | $3,890-32.7% | $4,563-42.7% |
| Admin fee / account holder | $86 | $107-19.9% | $4,881-98.2% | $79+8.1% |