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 Service code 22 · EIN 13-2808480 | Insurance Broker | $12,477 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 16 · EIN 61-1732930 | Consulting | $8,275 |
Filed as: BOHR DAHM GREIF AND ASSOCIATES PC Service code 10 · EIN 42-1508032 | Accounting | $7,500 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,300 |
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 | $147,981 | $58,083+154.8% | $80,019+84.9% | $56,287+162.9% |
| Participation rate | 92.9% | 73.6%+19.3pp | 75.8%+17.1pp | 69.9%+23.1pp |
| Annual return | -5.55% | 34.61%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $5,913 | $1,932+206.0% | $2,468+139.6% | $2,111+180.1% |
| Participant deferral / active EE | $4,485 | $3,135+43.1% | $3,686+21.7% | $3,350+33.9% |
| Admin fee / account holder | $121 | $623-80.5% | $6,521-98.1% | $521-76.7% |