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 | $183,951 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $22,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $21,855 |
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 | $50,198 | $29,516+70.1% | $77,482-35.2% | $90,288-44.4% |
| Participation rate | 27.9% | 33.7%-5.8pp | 54.2%-26.3pp | 73.4%-45.5pp |
| Annual return | 14.17% | 231.18%-217.0pp | 54.79%-40.6pp | 53.97%-39.8pp |
| Employer contribution / active EE | $161 | $381-57.8% | $986-83.7% | $2,524-93.6% |
| Participant deferral / active EE | $588 | $944-37.7% | $1,861-68.4% | $4,232-86.1% |
| Admin fee / account holder | $136 | $106+28.9% | $2,858-95.2% | $114+19.7% |