Filed October 18, 2004
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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $387,503 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 70 · EIN 20-8874282 | Consulting Fees | $80,000 |
Filed as: PRICEWATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $44,500 |
KEATING MUETHING & KLEKAMP PLL3+ years Filed as: KEATING, MUETHING & KLEKAMP PLL Service code 50 · EIN 31-0570030 | Direct Payment | $13,984 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,396 | $96,458-48.8% | $136,294-63.8% | $77,958-36.6% |
| Participation rate | 75.5% | 75.4%+0.2pp | 81.9%-6.4pp | 71.6%+3.9pp |
| Annual return | 24.20% | 23.78%+0.4pp | 5155.94%-5131.7pp | 20.87%+3.3pp |
| Employer contribution / active EE | $848 | $3,144-73.0% | $4,695-81.9% | $2,310-63.3% |
| Participant deferral / active EE | $3,298 | $5,902-44.1% | $6,247-47.2% | $3,537-6.8% |
| Admin fee / account holder | $130 | $80+61.4% | $9,243-98.6% | $97+33.4% |