Filed January 14, 2009 (most recent of 4 filings on file)
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 9-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 |
|---|---|---|
MAULDIN & JENKINS5 years Service code 10 · EIN 58-0692043 | Accounting | $12,018 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,563 |
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 | $76,384 | $77,197-1.1% | $86,874-12.1% | $93,030-17.9% |
| Participation rate | 80.6% | 78.2%+2.3pp | 71.6%+8.9pp | 73.9%+6.6pp |
| Annual return | 14.70% | 16.31%-1.6pp | 63.52%-48.8pp | 158.70%-144.0pp |
| Employer contribution / active EE | $1,083 | $2,514-56.9% | $2,495-56.6% | $2,706-60.0% |
| Participant deferral / active EE | $3,189 | $3,831-16.8% | $3,699-13.8% | $4,562-30.1% |
| Admin fee / account holder | $24 | $105-77.6% | $5,828-99.6% | $152-84.5% |