Filed September 23, 1999
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: PRUDENTIAL RETIREMENT INS AND ANN Service code 13 · EIN 06-1050034 | Contract Administrator | $471,308 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 70 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting Fees | $294,410 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $196,665 |
DOERENMAYHEW1 year Filed as: DOERENMAYHEW CPAS & ADVISORS Service code 10 2600 NORTH LOOP WEST · HOUSTON, TX 77092 | Accounting | $16,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,900 | $89,394-84.5% | $71,735-80.6% | $89,394-84.5% |
| Participation rate | 88.8% | 71.3%+17.5pp | 62.3%+26.5pp | 71.3%+17.5pp |
| Annual return | -16.12% | -11.89%-4.2pp | 9.14%-25.3pp | -11.89%-4.2pp |
| Employer contribution / active EE | $557 | $3,022-81.6% | $1,704-67.3% | $3,022-81.6% |
| Participant deferral / active EE | $2,502 | $5,123-51.2% | $2,658-5.9% | $5,123-51.2% |
| Admin fee / account holder | $71 | $79-10.8% | $3,974-98.2% | $79-10.8% |