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 | $221,429 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $34,778 |
KREISCHER MILLER3 years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $19,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,560 | $72,066-40.9% | $81,930-48.1% | $90,288-52.9% |
| Participation rate | 87.6% | 78.9%+8.7pp | 72.0%+15.6pp | 73.4%+14.2pp |
| Annual return | 15.64% | 15.92%-0.3pp | 29.49%-13.8pp | 53.97%-38.3pp |
| Employer contribution / active EE | $319 | $2,335-86.3% | $4,310-92.6% | $2,524-87.4% |
| Participant deferral / active EE | $1,543 | $3,557-56.6% | $7,107-78.3% | $4,232-63.5% |
| Admin fee / account holder | $61 | $92-33.9% | $5,158-98.8% | $114-46.4% |