Filed August 8, 2003
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 9-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 | $421,560 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST Service code 17 · EIN 26-0058143 | Pension Consulting | $66,201 |
KREISCHER MILLER1 year Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $25,011 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,931 | $77,559-40.8% | $68,793-33.2% | $75,289-39.0% |
| Participation rate | 93.3% | 78.3%+15.0pp | 72.2%+21.0pp | 72.4%+20.8pp |
| Annual return | 8.03% | -1.01%+9.0pp | -4.63%+12.7pp | -0.04%+8.1pp |
| Employer contribution / active EE | $1,221 | $1,993-38.8% | $2,625-53.5% | $2,405-49.2% |
| Participant deferral / active EE | $2,742 | $3,128-12.3% | $3,311-17.2% | $3,739-26.7% |
| Admin fee / account holder | $138 | $90+53.2% | $5,131-97.3% | $102+35.4% |