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 | $435,869 |
GGF, LLP3+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $32,969 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS INC Service code 11 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Actuarial | $29,000 |
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 | $31,036 | $39,443-21.3% | $73,545-57.8% | $80,976-61.7% |
| Participation rate | 40.7% | 35.9%+4.8pp | 54.9%-14.2pp | 68.3%-27.6pp |
| Annual return | 15.52% | 18.39%-2.9pp | -15.16%+30.7pp | 22.91%-7.4pp |
| Employer contribution / active EE | $200 | $463-56.8% | $1,219-83.6% | $2,402-91.7% |
| Participant deferral / active EE | $812 | $1,131-28.2% | $1,806-55.0% | $3,848-78.9% |
| Admin fee / account holder | $79 | $72+8.9% | $2,320-96.6% | $67+16.5% |