Filed August 29, 2013
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, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $93,211 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 10 · EIN 26-4789150 | Accounting | $40,000 |
KPMG LLP1 year Filed as: KPMG Service code 10 · EIN 13-5565270 | Accounting | $12,500 |
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 | $136,534 | $46,966+190.7% | $185,117-26.2% | $69,631+96.1% |
| Participation rate | 98.4% | 65.3%+33.2pp | 77.3%+21.2pp | 70.7%+27.8pp |
| Annual return | 19.85% | 22.36%-2.5pp | 40.50%-20.7pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $5,598 | $1,360+311.5% | $4,182+33.9% | $2,032+175.5% |
| Participant deferral / active EE | $6,758 | $3,017+124.0% | $5,045+33.9% | $3,224+109.6% |
| Admin fee / account holder | $256 | $94+172.5% | $8,159-96.9% | $110+131.5% |