Filed November 1, 2005 (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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $345,415 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $52,429 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $18,450 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD Service code 10 · EIN 38-2184825 | Accounting | $6,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,332 | $53,136+11.7% | $155,509-61.8% | $199,593-70.3% |
| Participation rate | 90.5% | 64.1%+26.4pp | 78.2%+12.3pp | 72.0%+18.5pp |
| Annual return | 13.22% | 41.15%-27.9pp | 64.67%-51.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $1,904 | $1,851+2.9% | $4,672-59.2% | $3,034-37.2% |
| Participant deferral / active EE | $5,065 | $3,161+60.2% | $5,626-10.0% | $5,087-0.4% |
| Admin fee / account holder | $106 | $185-42.7% | $15,912-99.3% | $269-60.5% |