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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $64,419 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $29,000 |
K&L GATES2+ years Filed as: K & L GATES Service code 11 599 LEXINGTON AVE. · NEW YORK, NY 100226030 | Actuarial | $25,414 |
GGF, LLP2+ years Service code 10 15456 VENTURA BLVD · SHERMAN OAKS, CA 91403 | Accounting | $20,439 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN CPAS Service code 10 · EIN 43-1947695 | Accounting | $16,091 |
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 | $91,022 | $168,231-45.9% | $67,834+34.2% | $63,975+42.3% |
| Participation rate | 96.9% | 66.8%+30.1pp | 68.8%+28.1pp | 71.1%+25.8pp |
| Annual return | 6.91% | 11.76%-4.9pp | 138.47%-131.6pp | 48.65%-41.7pp |
| Employer contribution / active EE | $4,260 | $1,907+123.4% | $2,403+77.2% | $2,182+95.3% |
| Participant deferral / active EE | $5,102 | $2,827+80.5% | $3,160+61.5% | $3,356+52.0% |
| Admin fee / account holder | $107 | $81+33.3% | $4,622-97.7% | $70+52.4% |