Filed October 18, 2004
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 & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $137,497 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $36,731 |
GHJ1 year Service code 70 DEPT 710059 · LOS ANGELES, CA 90051 | Consulting Fees | $23,690 |
GREEN HASSON JANKS1 year Filed as: GREEN HASSON & JANKS, LLP Service code 10 DEPT 710059 · LOS ANGELES, CA 900514670 | Accounting | $8,755 |
K&L GATES2 years Filed as: K & L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $1,661 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,087 | $94,876+58.2% | $82,389+82.2% | $102,872+45.9% |
| Participation rate | 97.8% | 70.6%+27.2pp | 69.5%+28.2pp | 73.0%+24.7pp |
| Annual return | 14.65% | 17.83%-3.2pp | 28.67%-14.0pp | 19.06%-4.4pp |
| Employer contribution / active EE | $5,117 | $3,789+35.0% | $2,517+103.3% | $3,526+45.1% |
| Participant deferral / active EE | $7,793 | $4,496+73.3% | $4,155+87.6% | $5,535+40.8% |
| Admin fee / account holder | $111 | $214-47.9% | $7,231-98.5% | $292-61.9% |