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 | $140,283 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $31,691 |
GGF, LLP9+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $29,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,603 | $70,115+76.3% | $70,515+75.3% | $80,160+54.2% |
| Participation rate | 97.8% | 71.7%+26.1pp | 68.3%+29.5pp | 72.9%+24.9pp |
| Annual return | 16.77% | 134.51%-117.7pp | 32.77%-16.0pp | 40.38%-23.6pp |
| Employer contribution / active EE | $4,552 | $3,021+50.7% | $2,973+53.1% | $2,978+52.9% |
| Participant deferral / active EE | $6,788 | $4,495+51.0% | $4,567+48.6% | $5,017+35.3% |
| Admin fee / account holder | $80 | $112-28.3% | $6,412-98.7% | $145-44.5% |