Filed October 21, 2015 (most recent of 3 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 4-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: MORGAN, LEWIS & BOCKIUS LLP Service code 70 · EIN 23-0891050 | Consulting Fees | $77,934 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $29,400 |
AMS CONSULTING4+ years Service code 70 · EIN 59-1237041 | Consulting Fees | $14,086 |
MERRIL LYNCH1 year Filed as: MERILL LYNCH, PIERCE, FENNER AND SM Service code 15 · EIN 13-5674085 | Recordkeeping | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $175,202-100.0% | $149,673-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 7.30% | 166.71%-159.4pp | 134.42%-127.1pp | 372.94%-365.6pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |