Filed October 21, 2002
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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $319,585 |
Filed as: CAPTRUST FINANCIAL Service code 11 · EIN 26-0058143 | Actuarial | $152,143 |
Filed as: SMITH, GAMBRELL & RUSSELL Service code 10 · EIN 58-0967450 | Accounting | $17,010 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON LLC Service code 70 · EIN 58-1763439 | Consulting Fees | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,415 | $102,872-37.4% | $180,183-64.3% | $102,872-37.4% |
| Participation rate | 95.9% | 73.0%+22.9pp | 77.4%+18.5pp | 73.0%+22.9pp |
| Annual return | 15.81% | 19.06%-3.3pp | 27.86%-12.1pp | 19.06%-3.3pp |
| Employer contribution / active EE | $4,178 | $3,526+18.5% | $5,039-17.1% | $3,526+18.5% |
| Participant deferral / active EE | $6,656 | $5,535+20.2% | $6,822-2.4% | $5,535+20.2% |
| Admin fee / account holder | $100 | $292-65.7% | $19,975-99.5% | $292-65.7% |