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 | $240,133 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 70 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting Fees | $171,705 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $21,400 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,003 | $106,382-80.3% | $69,647-69.8% | $106,382-80.3% |
| Participation rate | 92.2% | 69.9%+22.3pp | 66.5%+25.8pp | 69.9%+22.3pp |
| Annual return | 11.95% | 17.37%-5.4pp | 100.48%-88.5pp | 17.37%-5.4pp |
| Employer contribution / active EE | $514 | $3,364-84.7% | $1,712-70.0% | $3,364-84.7% |
| Participant deferral / active EE | $2,747 | $5,569-50.7% | $2,886-4.8% | $5,569-50.7% |
| Admin fee / account holder | $35 | $79-55.6% | $4,713-99.3% | $79-55.6% |