Filed September 11, 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 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 |
|---|---|---|
RSM US LLP1+ years Service code 70 · EIN 42-0714325 | Consulting Fees | $26,945 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,540 | $48,277+66.8% | $63,517+26.8% | $55,191+45.9% |
| Participation rate | 55.3% | 69.4%-14.1pp | 71.0%-15.7pp | 69.2%-13.9pp |
| Annual return | 0.38% | 2.37%-2.0pp | -70.30%+70.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,188 | $1,592-25.4% | $2,322-48.8% | $1,899-37.4% |
| Participant deferral / active EE | $3,276 | $2,432+34.7% | $2,953+10.9% | $3,046+7.5% |
| Admin fee / account holder | $80 | $86-6.7% | $5,892-98.6% | $91-11.7% |