Filed March 14, 1994 (most recent of 2 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 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 |
|---|---|---|
AAFCPAS, INC.1 year Filed as: AAFCPAS, INC Service code 50 · EIN 04-2571780 | Direct Payment | $19,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $15,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,008 | $106,028+52.8% | $146,958+10.2% | $77,643+108.7% |
| Participation rate | 40.8% | 78.4%-37.6pp | 82.2%-41.4pp | 70.6%-29.8pp |
| Annual return | 17.01% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $1,259 | $4,063-69.0% | $4,933-74.5% | $2,726-53.8% |
| Participant deferral / active EE | $2,501 | $7,990-68.7% | $8,070-69.0% | $4,647-46.2% |
| Admin fee / account holder | $38 | $337-88.8% | $12,998-99.7% | $430-91.2% |