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 | $120,466 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $17,005 |
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 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 | $37,139 | $72,066-48.5% | $81,930-54.7% | $90,288-58.9% |
| Participation rate | 63.4% | 78.9%-15.5pp | 72.0%-8.5pp | 73.4%-9.9pp |
| Annual return | 11.12% | 15.92%-4.8pp | 29.49%-18.4pp | 53.97%-42.8pp |
| Employer contribution / active EE | $891 | $2,335-61.9% | $4,310-79.3% | $2,524-64.7% |
| Participant deferral / active EE | $1,976 | $3,557-44.5% | $7,107-72.2% | $4,232-53.3% |
| Admin fee / account holder | $67 | $92-27.6% | $5,158-98.7% | $114-41.3% |