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 | $505,929 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $72,368 |
KREISCHER MILLER5 years Service code 70 100 WITMER ROAD · HORSHAM, PA 19044 | Consulting Fees | $30,988 |
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 | $36,046 | $61,756-41.6% | $70,092-48.6% | $77,904-53.7% |
| Participation rate | 92.7% | 79.9%+12.8pp | 70.5%+22.2pp | 73.7%+19.0pp |
| Annual return | -14.52% | -11.86%-2.7pp | 190.73%-205.3pp | 12.21%-26.7pp |
| Employer contribution / active EE | $1,757 | $2,706-35.1% | $2,559-31.3% | $2,848-38.3% |
| Participant deferral / active EE | $4,014 | $3,977+0.9% | $3,849+4.3% | $4,806-16.5% |
| Admin fee / account holder | $130 | $101+28.8% | $6,267-97.9% | $133-1.6% |