Filed April 23, 2014
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 |
|---|---|---|
Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $10,731 |
MY BENEFITS, LLC2 years Filed as: MY BENEFITS LLC Service code 99 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Other Fees | $5,629 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,163 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 | Other Commissions | $2,612 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 55 1215 4TH AVENUE 26TH FLOOR · SEATTLE, WA 98161 | Other Commissions | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,927 | $71,666-65.2% | $117,854-78.8% | $69,631-64.2% |
| Participation rate | 71.3% | 77.5%-6.2pp | 79.7%-8.4pp | 70.7%+0.6pp |
| Annual return | 20.01% | 18.86%+1.2pp | 335.08%-315.1pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $897 | $1,889-52.5% | $3,786-76.3% | $2,032-55.9% |
| Participant deferral / active EE | $2,386 | $3,340-28.5% | $4,482-46.8% | $3,224-26.0% |
| Admin fee / account holder | $3 | $120-97.3% | $8,020-100.0% | $110-97.0% |