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 | $759,932 |
MERCER2 years Service code 28 · EIN 61-0736136 | Investment Management | $112,488 |
LUTZ & COMPANY, PC3 years Service code 10 · EIN 47-0625816 | Accounting | $39,996 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 13-2834414 | Investment Management | $37,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,752 | $106,520+19.0% | $86,874+45.9% | $106,520+19.0% |
| Participation rate | 33.2% | 71.3%-38.1pp | 71.6%-38.5pp | 71.3%-38.1pp |
| Annual return | 4.78% | 19.28%-14.5pp | 63.52%-58.7pp | 19.28%-14.5pp |
| Employer contribution / active EE | $2,060 | $2,840-27.5% | $2,495-17.5% | $2,840-27.5% |
| Participant deferral / active EE | $2,240 | $4,948-54.7% | $3,699-39.5% | $4,948-54.7% |
| Admin fee / account holder | $66 | $75-12.1% | $5,828-98.9% | $75-12.1% |