Filed December 25, 2013
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER CONSULTANTS Service code 70 · EIN 61-0736136 | Consulting Fees | $21,250 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,044 |
THOMPSON KESSLER WEIST1+ years Filed as: THOMPSON KESSLER WIEST & BORQUIST P Service code 10 · EIN 20-5888003 | Accounting | $12,000 |
WRIGHT FORD YOUNG & CO1+ years Service code 10 · EIN 95-3288054 | Accounting | $7,795 |
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 | $121,645 | $68,092+78.6% | $73,307+65.9% | $59,188+105.5% |
| Participation rate | 84.5% | 78.1%+6.4pp | 74.9%+9.6pp | 69.4%+15.1pp |
| Annual return | -0.11% | 5.93%-6.0pp | 5.67%-5.8pp | 5.51%-5.6pp |
| Employer contribution / active EE | $3,176 | $2,018+57.4% | $3,237-1.9% | $2,098+51.4% |
| Participant deferral / active EE | $6,612 | $5,041+31.2% | $4,991+32.5% | $3,265+102.5% |
| Admin fee / account holder | $48 | $630-92.3% | $5,637-99.1% | $92-47.5% |