Filed June 8, 2005
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 | $406,415 |
GGF, LLP10+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $42,158 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $26,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,843 | $47,385-15.9% | $56,411-29.4% | $106,382-62.5% |
| Participation rate | 38.6% | 33.2%+5.5pp | 52.5%-13.8pp | 69.9%-31.2pp |
| Annual return | 13.80% | 17.29%-3.5pp | 1701.33%-1687.5pp | 17.37%-3.6pp |
| Employer contribution / active EE | $312 | $623-49.8% | $1,039-69.9% | $3,364-90.7% |
| Participant deferral / active EE | $1,335 | $1,440-7.3% | $1,952-31.6% | $5,569-76.0% |
| Admin fee / account holder | $74 | $78-5.3% | $2,829-97.4% | $79-6.6% |