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 | $539,479 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $80,180 |
KREISCHER MILLER7 years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $24,394 |
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 | $44,255 | $103,282-57.2% | $81,382-45.6% | $99,062-55.3% |
| Participation rate | 95.0% | 73.2%+21.8pp | 69.5%+25.5pp | 71.6%+23.3pp |
| Annual return | 22.98% | 15.11%+7.9pp | 24.73%-1.8pp | 17.66%+5.3pp |
| Employer contribution / active EE | $1,712 | $3,061-44.1% | $2,463-30.5% | $3,262-47.5% |
| Participant deferral / active EE | $3,909 | $4,549-14.1% | $3,883+0.7% | $5,331-26.7% |
| Admin fee / account holder | $107 | $78+36.0% | $5,768-98.2% | $109-2.1% |