Filed November 2, 2001 (most recent of 2 filings on file)
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 | $246,666 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $86,888 |
KEITER8 years Service code 70 · EIN 54-1631262 | Consulting Fees | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,357 | $110,299+13.7% | $102,423+22.4% | $199,593-37.2% |
| Participation rate | 97.7% | 86.3%+11.4pp | 76.5%+21.2pp | 72.0%+25.7pp |
| Annual return | 11.83% | 35.73%-23.9pp | 29.32%-17.5pp | 34.25%-22.4pp |
| Employer contribution / active EE | $5,312 | $3,603+47.4% | $3,023+75.7% | $3,034+75.1% |
| Participant deferral / active EE | $6,581 | $6,376+3.2% | $5,053+30.2% | $5,087+29.4% |
| Admin fee / account holder | $138 | $122+12.7% | $9,451-98.5% | $269-48.7% |