Filed October 16, 1997 (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 | $781,573 |
MERCER5 years Service code 70 · EIN 61-0736136 | Consulting Fees | $151,779 |
LUTZ & COMPANY, PC6 years Service code 10 · EIN 47-0625816 | Accounting | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,624 | $106,382+22.8% | $81,382+60.5% | $106,382+22.8% |
| Participation rate | 33.1% | 69.9%-36.8pp | 69.5%-36.4pp | 69.9%-36.8pp |
| Annual return | 13.99% | 17.37%-3.4pp | 24.73%-10.7pp | 17.37%-3.4pp |
| Employer contribution / active EE | $2,516 | $3,364-25.2% | $2,463+2.2% | $3,364-25.2% |
| Participant deferral / active EE | $2,378 | $5,569-57.3% | $3,883-38.8% | $5,569-57.3% |
| Admin fee / account holder | $74 | $79-7.2% | $5,768-98.7% | $79-7.2% |