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 | $130,044 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $21,400 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 70 · EIN 26-0058143 | Consulting Fees | $20,600 |
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 | $38,470 | $23,119+66.4% | $71,086-45.9% | $75,289-48.9% |
| Participation rate | 29.0% | 36.3%-7.3pp | 54.7%-25.6pp | 72.4%-43.4pp |
| Annual return | -4.30% | -3.32%-1.0pp | 650.59%-654.9pp | -0.04%-4.3pp |
| Employer contribution / active EE | $157 | $399-60.7% | $1,088-85.6% | $2,405-93.5% |
| Participant deferral / active EE | $551 | $960-42.6% | $1,874-70.6% | $3,739-85.3% |
| Admin fee / account holder | $138 | $89+54.3% | $3,082-95.5% | $102+35.0% |