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: BANK OF AMERICA MERRILL LYNCH Service code 21 · EIN 94-1687665 | Bank Trustee | $161,869 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $19,622 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,865 | $88,874+99.0% | $123,544+43.2% | $75,289+134.9% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.3%+7.6pp | 72.4%+17.5pp |
| Annual return | 7.48% | 4.22%+3.3pp | 119.20%-111.7pp | -0.04%+7.5pp |
| Employer contribution / active EE | $20,798 | $3,256+538.8% | $4,628+349.4% | $2,405+764.8% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $64 | $95-32.3% | $9,284-99.3% | $102-37.5% |