Filed March 17, 2009 (most recent of 2 filings on file)
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 9-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, SMITH Service code 19 · EIN 13-5674085 | Securities Custodian | $140,842 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN Service code 13 · EIN 35-1140070 | Contract Administrator | $15,600 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $10,440 |
See 1 actuary disclosure. $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.
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 | $0 | $46,244-100.0% | $286,273-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 2.8%-2.8pp |
| Annual return | 19.29% | 17.59%+1.7pp | 10.78%+8.5pp | 16.32%+3.0pp |
| Employer contribution / active EE | $31,548 | $13,960+126.0% | $41,857-24.6% | $17,007+85.5% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $83,605-100.0% | $127-100.0% |