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 LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $33,284 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,635 |
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 | $83,685 | $48,261+73.4% | $68,793+21.6% | $55,725+50.2% |
| Participation rate | 57.8% | 71.0%-13.3pp | 72.2%-14.4pp | 70.9%-13.1pp |
| Annual return | -5.42% | -2.61%-2.8pp | -4.63%-0.8pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,286 | $1,742-26.2% | $2,625-51.0% | $2,078-38.1% |
| Participant deferral / active EE | $3,688 | $2,712+36.0% | $3,311+11.4% | $3,356+9.9% |
| Admin fee / account holder | $64 | $126-49.3% | $5,131-98.8% | $115-44.4% |