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 | $59,933 |
PORTFOLIO EVALUATIONS, INC.3+ years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $29,000 |
GGF, LLP3+ years Service code 10 16133 VENTURA BLVD, LLP · ENCINO, CA 91436 | Accounting | $27,242 |
K&L GATES1 year Service code 50 599 LEXINGTON AVENUE · NEW YORK, NY 10022 | Direct Payment | $7,074 |
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 | $106,897 | $65,292+63.7% | $71,671+49.1% | $77,958+37.1% |
| Participation rate | 97.4% | 67.4%+30.0pp | 68.7%+28.7pp | 71.6%+25.8pp |
| Annual return | 16.93% | 21.25%-4.3pp | 20.65%-3.7pp | 20.87%-3.9pp |
| Employer contribution / active EE | $4,310 | $2,085+106.7% | $2,460+75.2% | $2,310+86.6% |
| Participant deferral / active EE | $5,462 | $3,008+81.5% | $3,438+58.9% | $3,537+54.4% |
| Admin fee / account holder | $64 | $84-23.7% | $5,558-98.8% | $97-33.8% |