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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $409,806 |
GGF, LLP2+ years Service code 10 15456 VENTURA BLVD · SHERMAN OAKS, CA 91403 | Accounting | $47,638 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $29,000 |
Filed as: ING INSTITUTIONAL PLAN SERVICES, LL Service code 50 PO BOX 861672 · ORLANDO, FL 32886 | Direct Payment | $12,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,019 | $35,463-21.0% | $69,182-59.5% | $329,111-91.5% |
| Participation rate | 40.8% | 34.6%+6.2pp | 55.1%-14.3pp | 67.9%-27.1pp |
| Annual return | 6.78% | 7.72%-0.9pp | -21.93%+28.7pp | 16.35%-9.6pp |
| Employer contribution / active EE | $156 | $449-65.3% | $1,206-87.1% | $2,303-93.2% |
| Participant deferral / active EE | $736 | $1,018-27.7% | $1,897-61.2% | $3,682-80.0% |
| Admin fee / account holder | $81 | $64+25.8% | $2,697-97.0% | $754-89.2% |