Filed December 16, 1992
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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,900 |
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 61 · EIN 13-5674085 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,788 | $37,117+58.4% | $147,614-60.2% | $55,191+6.5% |
| Participation rate | 94.3% | 63.6%+30.7pp | 84.6%+9.7pp | 69.2%+25.1pp |
| Annual return | -0.46% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,341 | $1,620+106.2% | $5,564-40.0% | $1,899+75.9% |
| Participant deferral / active EE | $3,810 | $1,985+91.9% | $4,895-22.2% | $3,046+25.1% |
| Admin fee / account holder | $13 | $86-84.7% | $11,611-99.9% | $91-85.6% |