Filed November 22, 1995
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 | $153,549 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $54,025 |
TROUTMAN SANDERS LLP1 year Service code 70 · EIN 58-0946915 | Consulting Fees | $18,391 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 56-0747891 | Accounting | $10,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,783 | $76,173+6.1% | $81,438-0.8% | $199,768-59.6% |
| Participation rate | 98.4% | 76.3%+22.2pp | 69.5%+28.9pp | 72.0%+26.4pp |
| Annual return | 22.58% | 15.59%+7.0pp | 24.74%-2.2pp | 34.26%-11.7pp |
| Employer contribution / active EE | $2,906 | $2,792+4.1% | $2,460+18.1% | $3,037-4.3% |
| Participant deferral / active EE | $5,824 | $4,201+38.6% | $3,883+50.0% | $5,090+14.4% |
| Admin fee / account holder | $136 | $146-6.7% | $5,764-97.6% | $269-49.4% |