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: BOA MERRILL LYNCH Service code 14 · EIN 13-5674085 | Plan Administrator | $876,044 |
MERCER1 year Service code 28 · EIN 61-0736136 | Investment Management | $112,500 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $38,195 |
LUTZ & COMPANY, PC2 years Service code 10 · EIN 47-0625816 | Accounting | $33,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER, TILLY, VIRCHOW, KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $14,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,188 | $106,222+3.7% | $81,930+34.5% | $106,222+3.7% |
| Participation rate | 70.0% | 70.8%-0.8pp | 72.0%-2.0pp | 70.8%-0.8pp |
| Annual return | 17.31% | 21.69%-4.4pp | 29.49%-12.2pp | 21.69%-4.4pp |
| Employer contribution / active EE | $3,194 | $2,723+17.3% | $4,310-25.9% | $2,723+17.3% |
| Participant deferral / active EE | $4,117 | $4,600-10.5% | $7,107-42.1% | $4,600-10.5% |
| Admin fee / account holder | $65 | $78-17.3% | $5,158-98.7% | $78-17.3% |