Filed January 14, 2009
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 Service code 15 · EIN 13-5674085 | Recordkeeping | $1,753,561 |
Filed as: ROCATON INV ADV Service code 27 · EIN 04-3638035 | Advisory (Plan) | $257,697 |
Filed as: WILLKIE FARR & GALLAGHER Service code 29 · EIN 13-5536844 | Legal | $95,021 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $91,520 |
WILLIS TOWERS WATSON US LLC9 years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $49,852 |
THE VANGUARD GROUP, INC.1 year Service code 56 · EIN 23-1945930 | Non-monetary compensation | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,693 | $128,169+49.6% | $147,005+30.4% | $106,408+80.1% |
| Participation rate | 98.4% | 67.3%+31.1pp | 82.2%+16.2pp | 69.9%+28.5pp |
| Annual return | 16.25% | 17.88%-1.6pp | 418.76%-402.5pp | 17.37%-1.1pp |
| Employer contribution / active EE | $10,795 | $3,374+219.9% | $4,934+118.8% | $3,361+221.1% |
| Participant deferral / active EE | $12,950 | $7,665+69.0% | $8,070+60.5% | $5,567+132.6% |
| Admin fee / account holder | $40 | $88-54.3% | $13,006-99.7% | $79-49.1% |