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 | $141,826 |
GGF, LLP8+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $26,670 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $15,384 |
PORTFOLIO EVALUATIONS, INC.5 years Filed as: PORTFOLIO EVALUATIONS Service code 70 58 MOUNTAIN BLVD · WARREN, NJ 07059 | Consulting Fees | $15,384 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,611 | $63,321+74.7% | $68,791+60.8% | $77,904+42.0% |
| Participation rate | 97.6% | 71.1%+26.5pp | 69.0%+28.5pp | 73.7%+23.9pp |
| Annual return | -15.37% | -6.50%-8.9pp | -6.38%-9.0pp | 12.21%-27.6pp |
| Employer contribution / active EE | $4,119 | $2,794+47.5% | $2,655+55.1% | $2,848+44.7% |
| Participant deferral / active EE | $6,561 | $4,029+62.8% | $3,941+66.5% | $4,806+36.5% |
| Admin fee / account holder | $90 | $104-13.7% | $4,932-98.2% | $133-32.1% |