Filed December 29, 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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $13,039 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $12,851 |
THOMAS HOWELL FERGUSON PA2 years Filed as: THOMAS HOWELL FERGUSON P.A. Service code 37 · EIN 59-3186310 2615 CENTENNIAL BLVD., SUITE 200 · TALLAHASSEE, FL 32308 | Loan Processing | $5,637 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,824 | $228,332-81.7% | $185,823-77.5% | $158,922-73.7% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 8.54% | 40.80%-32.3pp | 35.95%-27.4pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,506 | $4,967-69.7% | $4,087-63.2% | $4,761-68.4% |
| Participant deferral / active EE | $2,978 | $6,415-53.6% | $5,632-47.1% | $5,982-50.2% |
| Admin fee / account holder | $470 | $11,864-96.0% | $9,500-95.1% | $11,246-95.8% |