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: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $504,614 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 70 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting Fees | $242,289 |
DOERENMAYHEW2 years Filed as: DOERENMAYHEW CPAS & ADVISORS Service code 10 2600 NORTH LOOP WEST · HOUSTON, TX 77092 | Accounting | $21,057 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,906 | $96,393-83.5% | $65,255-75.6% | $96,393-83.5% |
| Participation rate | 90.9% | 71.3%+19.6pp | 65.0%+25.9pp | 71.3%+19.6pp |
| Annual return | 14.92% | 22.88%-8.0pp | 47.35%-32.4pp | 22.88%-8.0pp |
| Employer contribution / active EE | $581 | $3,238-82.1% | $1,691-65.7% | $3,238-82.1% |
| Participant deferral / active EE | $2,633 | $5,455-51.7% | $2,831-7.0% | $5,455-51.7% |
| Admin fee / account holder | $53 | $74-28.9% | $4,112-98.7% | $74-28.9% |