Filed October 14, 1993 (most recent of 3 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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $126,040 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $15,000 |
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 | $39,579 | $22,291+77.6% | $69,182-42.8% | $63,975-38.1% |
| Participation rate | 27.7% | 35.3%-7.5pp | 55.1%-27.4pp | 71.1%-43.4pp |
| Annual return | 5.56% | 9.30%-3.7pp | -21.93%+27.5pp | 48.65%-43.1pp |
| Employer contribution / active EE | $133 | $325-59.3% | $1,206-89.0% | $2,182-93.9% |
| Participant deferral / active EE | $494 | $808-38.8% | $1,897-73.9% | $3,356-85.3% |
| Admin fee / account holder | $139 | $73+90.9% | $2,697-94.8% | $70+98.0% |