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 | $162,432 |
GGF, LLP6+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $23,100 |
PORTFOLIO EVALUATIONS, INC.6+ years Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $15,384 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS Service code 70 58 MOUNTAIN BLVD · WARREN, NJ 07059 | Consulting Fees | $7,692 |
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 | $119,773 | $74,462+60.9% | $81,983+46.1% | $90,288+32.7% |
| Participation rate | 98.8% | 69.7%+29.1pp | 69.2%+29.6pp | 73.4%+25.5pp |
| Annual return | 12.89% | 17.56%-4.7pp | 41.31%-28.4pp | 53.97%-41.1pp |
| Employer contribution / active EE | $3,849 | $2,334+64.9% | $2,498+54.1% | $2,524+52.5% |
| Participant deferral / active EE | $5,654 | $3,602+57.0% | $3,722+51.9% | $4,232+33.6% |
| Admin fee / account holder | $87 | $98-11.6% | $5,664-98.5% | $114-24.0% |