Filed December 10, 2005
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $91,204 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $35,000 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $11,788 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
EATON VANCE4 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FEDERATED2 years Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 13-3151768 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,618 | $79,519+35.3% | $95,952+12.2% | $73,409+46.6% |
| Participation rate | 98.8% | 81.2%+17.6pp | 77.1%+21.7pp | 72.2%+26.6pp |
| Annual return | 8.51% | 19.20%-10.7pp | 91.61%-83.1pp | 59.29%-50.8pp |
| Employer contribution / active EE | $3,635 | $2,048+77.5% | $2,541+43.0% | $2,234+62.7% |
| Participant deferral / active EE | $6,356 | $4,138+53.6% | $4,167+52.5% | $3,805+67.0% |
| Admin fee / account holder | $266 | $184+44.5% | $6,795-96.1% | $158+68.6% |