Filed February 26, 2008 (most recent of 4 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $227,512 |
THOMPSON HINE7 years Service code 50 · EIN 34-0575300 | Direct Payment | $69,593 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 50 · EIN 26-0058143 | Direct Payment | $42,500 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $33,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,878 | $44,897+60.1% | $85,009-15.4% | $199,768-64.0% |
| Participation rate | 77.4% | 45.7%+31.7pp | 67.5%+9.9pp | 72.0%+5.4pp |
| Annual return | 11.97% | 20.96%-9.0pp | 66.47%-54.5pp | 34.26%-22.3pp |
| Employer contribution / active EE | $1,311 | $1,365-4.0% | $2,728-52.0% | $3,037-56.8% |
| Participant deferral / active EE | $4,286 | $2,668+60.6% | $4,522-5.2% | $5,090-15.8% |
| Admin fee / account holder | $143 | $584-75.6% | $6,153-97.7% | $269-46.9% |