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 6-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 | $63,462 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 14 · EIN 91-0675641 | Plan Administrator | $46,546 |
BAKER TILLY US, LLP1+ years Filed as: BAKER, TILLY, VIRCHOW, KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $27,633 |
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 | $37,087 | $65,708-43.6% | $76,817-51.7% | $77,787-52.3% |
| Participation rate | 69.2% | 79.0%-9.7pp | 72.1%-2.9pp | 73.2%-4.0pp |
| Annual return | 29.73% | 49.86%-20.1pp | 1166.11%-1136.4pp | 32.57%-2.8pp |
| Employer contribution / active EE | $793 | $2,167-63.4% | $2,302-65.5% | $2,504-68.3% |
| Participant deferral / active EE | $1,793 | $3,254-44.9% | $3,336-46.2% | $3,967-54.8% |
| Admin fee / account holder | $65 | $91-28.0% | $6,420-99.0% | $100-34.6% |