Filed October 16, 1997 (most recent of 2 filings on file)
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: BOA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $867,248 |
T ROWE PRICE RPS INC5+ years Filed as: T. ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $174,524 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $151,914 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $35,751 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST, CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $20,105 |
BAKER TILLY US, LLP1 year Filed as: BAKER, TILLY, VIRCHOW, KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $14,550 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
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 | $97,015 | $89,569+8.3% | $76,817+26.3% | $89,569+8.3% |
| Participation rate | 70.2% | 69.6%+0.6pp | 72.1%-1.9pp | 69.6%+0.6pp |
| Annual return | 39.76% | 34.56%+5.2pp | 1166.11%-1126.3pp | 34.56%+5.2pp |
| Employer contribution / active EE | $3,475 | $2,584+34.5% | $2,302+51.0% | $2,584+34.5% |
| Participant deferral / active EE | $4,135 | $4,220-2.0% | $3,336+24.0% | $4,220-2.0% |
| Admin fee / account holder | $76 | $72+5.5% | $6,420-98.8% | $72+5.5% |