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 | $150,752 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATIONS INC Service code 70 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting Fees | $30,768 |
GGF, LLP7+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $24,255 |
K&L GATES1 year Filed as: K&L GATES LLP Service code 70 599 LEXINGTON AVENUE · NEW YORK, NY 10022 | Consulting Fees | $7,859 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,193 | $78,339+77.7% | $85,682+62.5% | $93,030+49.6% |
| Participation rate | 97.8% | 72.5%+25.4pp | 69.9%+28.0pp | 73.9%+23.9pp |
| Annual return | 12.88% | 21.17%-8.3pp | 21.49%-8.6pp | 158.70%-145.8pp |
| Employer contribution / active EE | $2,979 | $2,560+16.4% | $2,618+13.8% | $2,706+10.1% |
| Participant deferral / active EE | $6,828 | $3,882+75.9% | $3,923+74.1% | $4,562+49.7% |
| Admin fee / account holder | $100 | $104-3.6% | $6,873-98.5% | $152-34.0% |