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 & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $150,258 |
Filed as: ROCATON INV ADV Service code 16 · EIN 04-3638035 | Consulting | $62,371 |
Filed as: WILLKIE FARR & GALLAGHER LLP Service code 29 · EIN 13-5536844 | Legal | $28,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,138 | $120,450+85.3% | $159,436+40.0% | $93,030+139.9% |
| Participation rate | 91.1% | 78.0%+13.1pp | 82.8%+8.2pp | 73.9%+17.2pp |
| Annual return | 29.03% | 27.11%+1.9pp | 263.57%-234.5pp | 158.70%-129.7pp |
| Employer contribution / active EE | $21,536 | $3,526+510.9% | $4,829+345.9% | $2,706+695.9% |
| Participant deferral / active EE | $0 | $7,283-100.0% | $7,352-100.0% | $4,562-100.0% |
| Admin fee / account holder | $84 | $137-38.8% | $10,799-99.2% | $152-44.8% |