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 LIFE AGENCY INC Service code 22 | Insurance Broker | $8,359 |
BOHR, DAHM, GREIF & ASSOCIATES1+ years Filed as: BOHR, DAHM GREIF & ASSOCIATES Service code 10 · EIN 42-1508032 | Accounting | $7,750 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,580 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $2,414 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,223 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $1,659 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $545 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,235 | $53,412+179.4% | $68,509+117.8% | $52,331+185.2% |
| Participation rate | 95.1% | 71.7%+23.4pp | 74.7%+20.3pp | 68.1%+27.0pp |
| Annual return | -2.08% | 3.42%-5.5pp | 8.27%-10.3pp | 4.54%-6.6pp |
| Employer contribution / active EE | $5,406 | $1,607+236.4% | $2,278+137.3% | $1,882+187.3% |
| Participant deferral / active EE | $4,072 | $2,688+51.5% | $3,382+20.4% | $3,022+34.7% |
| Admin fee / account holder | $117 | $461-74.5% | $5,275-97.8% | $592-80.2% |