Filed November 9, 2005
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 COMMUNICATIONS, LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $57,403 |
WATKINS UIBERALL, PLLC1+ years Service code 10 · EIN 62-1804252 | Accounting | $20,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $14,785 |
BASS, BERRY & SIMS PLC1+ years Filed as: BASS BERRY & SIMS Service code 29 · EIN 62-0125540 | Legal | $6,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $36,684 | $31,994+14.7% | $74,583-50.8% | $65,292-43.8% |
| Participation rate | 37.1% | 38.6%-1.5pp | 68.1%-31.0pp | 72.4%-35.4pp |
| Annual return | 10.60% | 18.54%-7.9pp | 20.47%-9.9pp | 11.84%-1.2pp |
| Employer contribution / active EE | $558 | $793-29.6% | $2,525-77.9% | $2,302-75.7% |
| Participant deferral / active EE | $1,519 | $1,345+12.9% | $3,458-56.1% | $3,579-57.6% |
| Admin fee / account holder | -$7 | $74-109.9% | $4,138-100.2% | $57-112.8% |