Filed April 21, 1996
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 Service code 22 · EIN 13-2808480 | Insurance Broker | $2,333 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,056 | $42,548+83.5% | $74,550+4.7% | $56,287+38.7% |
| Participation rate | 32.2% | 60.5%-28.3pp | 69.1%-36.9pp | 69.9%-37.6pp |
| Annual return | -3.89% | 12.40%-16.3pp | 32.53%-36.4pp | -9.96%+6.1pp |
| Employer contribution / active EE | $189 | $855-77.9% | $1,961-90.4% | $2,111-91.1% |
| Participant deferral / active EE | $1,381 | $2,277-39.4% | $3,108-55.6% | $3,350-58.8% |
| Admin fee / account holder | $39 | $467-91.7% | $5,060-99.2% | $521-92.5% |