Filed February 14, 2003
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 & SMITH11+ years Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $178,221 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $76,025 |
JACKSON LEWIS P.C.9 years Service code 29 · EIN 46-3862389 | Legal | $15,891 |
AON CONSULTING9 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $8,479 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,623 | $117,739+6.7% | $167,512-25.0% | $117,739+6.7% |
| Participation rate | 94.2% | 76.6%+17.5pp | 77.1%+17.1pp | 76.6%+17.5pp |
| Annual return | 15.58% | 17.29%-1.7pp | 1615.79%-1600.2pp | 17.29%-1.7pp |
| Employer contribution / active EE | $3,087 | $3,746-17.6% | $3,882-20.5% | $3,746-17.6% |
| Participant deferral / active EE | $8,077 | $6,128+31.8% | $6,405+26.1% | $6,128+31.8% |
| Admin fee / account holder | $40 | $112-64.5% | $9,769-99.6% | $112-64.5% |