Filed March 24, 2015 (most recent of 5 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 |
|---|---|---|
CLARK HILL PLC1 year Service code 70 · EIN 38-0425840 | Consulting Fees | $16,701 |
GROEN, KLUKA & COMPANY, P.C.2+ years Service code 10 · EIN 38-2527196 | Accounting | $9,650 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $925 |
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 | $103,499 | $107,378-3.6% | $108,579-4.7% | $57,658+79.5% |
| Participation rate | 98.4% | 77.1%+21.3pp | 79.6%+18.8pp | 70.2%+28.2pp |
| Annual return | 6.38% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.2pp |
| Employer contribution / active EE | $5,138 | $1,782+188.4% | $3,758+36.7% | $1,974+160.3% |
| Participant deferral / active EE | $8,097 | $3,221+151.4% | $4,311+87.8% | $3,061+164.6% |
| Admin fee / account holder | $1 | $108-99.0% | $7,645-100.0% | $95-98.8% |