Filed April 29, 2014 (most recent of 3 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 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 |
|---|---|---|
MERRIL LYNCH1 year Filed as: MERRIL LYNCH PIERCE FENNER & SMITH Service code 64 · EIN 91-0781053 | Recordkeeping Fees | $3,536,695 |
MACY'S CREDIT & CUSTOMER SERVICE6+ years Filed as: MACYS CREDIT & CUSTOMER SERVICES Service code 14 · EIN 31-1397510 | Plan Administrator | $301,797 |
Filed as: CLARKE SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $36,500 |
ROCATON INVESTMENT ADVISORS, LLC6+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $30,406 |
CLASSICAL MARKETING LLC6+ years Service code 38 · EIN 36-4291764 | Participant Communication | $24,994 |
RSVP DIRECT INC1 year Service code 38 · EIN 36-3964634 | Participant Communication | $22,195 |
FUND DIRECT ADVISORS1 year Filed as: FUND EVALUATION GROUP LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $12,000 |
BANCO POPULAR DE PUERTO RICO4 years Service code 38 · EIN 66-0561870 | Participant Communication | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,894 | $49,890-42.1% | $104,607-72.4% | $106,222-72.8% |
| Participation rate | 90.2% | 45.0%+45.1pp | 74.1%+16.1pp | 70.8%+19.4pp |
| Annual return | 10.09% | 18.07%-8.0pp | 340.46%-330.4pp | 21.69%-11.6pp |
| Employer contribution / active EE | $915 | $809+13.0% | $2,681-65.9% | $2,723-66.4% |
| Participant deferral / active EE | $2,356 | $1,699+38.7% | $3,740-37.0% | $4,600-48.8% |
| Admin fee / account holder | $29 | $56-48.6% | $6,473-99.6% | $78-63.1% |