Filed February 18, 2000
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 |
|---|---|---|
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $5,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $50 |
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 | $103,056 | $42,546+142.2% | $71,796+43.5% | $55,167+86.8% |
| Participation rate | 94.2% | 59.1%+35.1pp | 69.1%+25.1pp | 69.0%+25.2pp |
| Annual return | 6.41% | 12.36%-6.0pp | 78.04%-71.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,836 | $803+128.5% | $1,924-4.6% | $1,963-6.5% |
| Participant deferral / active EE | $5,517 | $2,064+167.3% | $2,794+97.4% | $3,054+80.6% |
| Admin fee / account holder | $0 | $650-99.9% | $4,815-100.0% | $504-99.9% |