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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $139,350 |
GGF, LLP10+ years Service code 10 16133 VENTURA BLVD · ENCINO, CA 91436 | Accounting | $42,440 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $35,485 |
K&L GATES1 year Filed as: K & L GATES, LLP Service code 70 · EIN 25-0921018 | Consulting Fees | $1,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,947 | $81,357+69.6% | $75,972+81.6% | $199,593-30.9% |
| Participation rate | 97.1% | 69.9%+27.2pp | 69.1%+28.1pp | 72.0%+25.2pp |
| Annual return | 14.56% | 16.32%-1.8pp | 359.55%-345.0pp | 34.25%-19.7pp |
| Employer contribution / active EE | $4,907 | $3,341+46.9% | $2,685+82.8% | $3,034+61.7% |
| Participant deferral / active EE | $7,449 | $4,710+58.1% | $4,255+75.0% | $5,087+46.4% |
| Admin fee / account holder | $91 | $144-36.8% | $6,467-98.6% | $269-66.0% |