Filed November 1, 2005 (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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $235,596 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,182 |
Filed as: METROPOLITAN HOSPITAL Service code 13 · EIN 38-2184825 | Contract Administrator | $12,100 |
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 | $32,445 | $45,382-28.5% | $154,107-78.9% | $75,289-56.9% |
| Participation rate | 91.3% | 65.9%+25.4pp | 83.0%+8.3pp | 72.4%+18.9pp |
| Annual return | 2.74% | -0.47%+3.2pp | 735.12%-732.4pp | -0.04%+2.8pp |
| Employer contribution / active EE | $1,593 | $1,533+3.9% | $5,298-69.9% | $2,405-33.8% |
| Participant deferral / active EE | $3,461 | $2,384+45.2% | $5,081-31.9% | $3,739-7.4% |
| Admin fee / account holder | $85 | $89-4.5% | $13,411-99.4% | $102-16.7% |