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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $107,703 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $30,568 |
PBMARES, LLP4 years Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $21,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,911 | $31,741+66.7% | $56,411-6.2% | $199,593-73.5% |
| Participation rate | 19.1% | 32.3%-13.2pp | 52.5%-33.3pp | 72.0%-52.8pp |
| Annual return | 13.44% | 14.72%-1.3pp | 1701.33%-1687.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $131 | $508-74.2% | $1,039-87.4% | $3,034-95.7% |
| Participant deferral / active EE | $498 | $1,184-57.9% | $1,952-74.5% | $5,087-90.2% |
| Admin fee / account holder | $128 | $426-70.0% | $2,829-95.5% | $269-52.5% |