Filed July 23, 2008 (most recent of 2 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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $587,045 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $123,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,950 | $110,299+15.1% | $102,423+23.9% | $199,593-36.4% |
| Participation rate | 93.8% | 86.3%+7.5pp | 76.5%+17.3pp | 72.0%+21.8pp |
| Annual return | 15.31% | 35.73%-20.4pp | 29.32%-14.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $4,355 | $3,603+20.9% | $3,023+44.1% | $3,034+43.5% |
| Participant deferral / active EE | $11,366 | $6,376+78.3% | $5,053+124.9% | $5,087+123.4% |
| Admin fee / account holder | $329 | $122+168.8% | $9,451-96.5% | $269+22.3% |