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 | $766,880 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 50 · EIN 38-1357951 | Direct Payment | $18,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,145 | $122,114-69.6% | $96,139-61.4% | $101,517-63.4% |
| Participation rate | 87.0% | 40.2%+46.8pp | 68.4%+18.5pp | 74.6%+12.4pp |
| Annual return | 15.04% | 22.60%-7.6pp | 191.94%-176.9pp | 21.00%-6.0pp |
| Employer contribution / active EE | $978 | $938+4.2% | $2,797-65.0% | $2,973-67.1% |
| Participant deferral / active EE | $2,880 | $2,166+32.9% | $4,349-33.8% | $4,873-40.9% |
| Admin fee / account holder | $89 | $1,652-94.6% | $5,537-98.4% | $139-36.3% |