Filed January 7, 1994
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 10-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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $931,210 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 23-2384840 | Consulting Fees | $92,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,249 | $42,127+28.8% | $84,966-36.2% | $106,382-49.0% |
| Participation rate | 10.8% | 36.6%-25.8pp | 67.5%-56.7pp | 69.9%-59.1pp |
| Annual return | 14.65% | 36.21%-21.6pp | 66.38%-51.7pp | 17.37%-2.7pp |
| Employer contribution / active EE | $275 | $825-66.7% | $2,727-89.9% | $3,364-91.8% |
| Participant deferral / active EE | $504 | $2,066-75.6% | $4,519-88.8% | $5,569-90.9% |
| Admin fee / account holder | $80 | $114-29.7% | $6,149-98.7% | $79+0.7% |