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 15 · EIN 94-1687665 | Recordkeeping | $144,546 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $71,240 |
Filed as: ROCATON INV ADV Service code 27 · EIN 20-0558591 | Advisory (Plan) | $60,555 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $18,196 |
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 | $176,345 | $127,481+38.3% | $149,696+17.8% | $90,288+95.3% |
| Participation rate | 99.9% | 78.2%+21.7pp | 82.5%+17.4pp | 73.4%+26.5pp |
| Annual return | -1.35% | 57.78%-59.1pp | 276.60%-278.0pp | 53.97%-55.3pp |
| Employer contribution / active EE | $23,847 | $3,448+591.7% | $4,644+413.5% | $2,524+844.8% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $100 | $152-33.9% | $9,309-98.9% | $114-12.0% |