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 | $160,505 |
GGF, LLP5+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $23,772 |
PORTFOLIO EVALUATIONS, INC.4+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $22,404 |
PORTFOLIO EVALUATIONS, INC.5+ years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $15,160 |
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 | $105,530 | $67,598+56.1% | $75,886+39.1% | $77,787+35.7% |
| Participation rate | 97.4% | 69.6%+27.8pp | 69.3%+28.1pp | 73.2%+24.1pp |
| Annual return | 20.27% | 23.18%-2.9pp | 30.76%-10.5pp | 32.57%-12.3pp |
| Employer contribution / active EE | $3,873 | $2,430+59.4% | $2,500+54.9% | $2,504+54.7% |
| Participant deferral / active EE | $5,708 | $3,502+63.0% | $3,603+58.4% | $3,967+43.9% |
| Admin fee / account holder | $88 | $96-8.1% | $5,418-98.4% | $100-11.6% |