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 | $128,921 |
GGF, LLP4+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $25,989 |
PORTFOLIO EVALUATIONS, INC.3+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $14,500 |
Filed as: PORTFOLIO EVALUATIONS Service code 70 58 MOUNTAIN BLVD · WARREN, NJ 07059 | Consulting Fees | $7,250 |
PORTFOLIO EVALUATIONS, INC.4+ years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $7,250 |
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 | $95,614 | $57,606+66.0% | $67,313+42.0% | $75,289+27.0% |
| Participation rate | 98.0% | 68.2%+29.8pp | 69.1%+29.0pp | 72.4%+25.6pp |
| Annual return | -3.62% | -0.47%-3.1pp | -4.08%+0.5pp | -0.04%-3.6pp |
| Employer contribution / active EE | $4,373 | $2,206+98.2% | $2,566+70.4% | $2,405+81.8% |
| Participant deferral / active EE | $5,596 | $3,195+75.2% | $3,568+56.8% | $3,739+49.7% |
| Admin fee / account holder | $86 | $83+4.5% | $4,507-98.1% | $102-15.5% |