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: BOHR DAHM GREIF AND ASSOCIATES PC Service code 10 · EIN 42-1508032 | Accounting | $8,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 16 · EIN 61-1732930 | Consulting | $7,702 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $6,752 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,330 |
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 | $130,013 | $66,310+96.1% | $93,606+38.9% | $65,185+99.5% |
| Participation rate | 99.5% | 74.0%+25.5pp | 75.8%+23.6pp | 70.2%+29.3pp |
| Annual return | 18.67% | 42.58%-23.9pp | 32.76%-14.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $5,091 | $2,012+153.0% | $2,718+87.3% | $2,177+133.9% |
| Participant deferral / active EE | $4,335 | $3,342+29.7% | $4,069+6.6% | $3,514+23.4% |
| Admin fee / account holder | $90 | $6,897-98.7% | $7,888-98.9% | $847-89.4% |