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 | $536,420 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $70,000 |
KREISCHER MILLER6 years Service code 70 100 WITMER ROAD · HORSHAM, PA 19044 | Consulting Fees | $23,071 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,499 | $73,034-47.3% | $77,163-50.1% | $80,160-52.0% |
| Participation rate | 93.3% | 78.1%+15.2pp | 69.6%+23.7pp | 72.9%+20.4pp |
| Annual return | 14.45% | 18.56%-4.1pp | 37.87%-23.4pp | 40.38%-25.9pp |
| Employer contribution / active EE | $1,604 | $2,779-42.3% | $2,535-36.7% | $2,978-46.1% |
| Participant deferral / active EE | $3,797 | $4,140-8.3% | $3,833-0.9% | $5,017-24.3% |
| Admin fee / account holder | $114 | $104+9.5% | $5,472-97.9% | $145-21.6% |