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 |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 10 · EIN 26-0058143 | Accounting | $67,069 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $47,775 |
WINDHAM BRANNON2+ years Service code 10 · EIN 58-1763439 | Accounting | $13,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,502 | $102,255-64.3% | $118,746-69.3% | $77,958-53.2% |
| Participation rate | 88.0% | 84.8%+3.2pp | 78.3%+9.7pp | 71.6%+16.4pp |
| Annual return | 15.62% | 65.05%-49.4pp | 24.54%-8.9pp | 20.87%-5.2pp |
| Employer contribution / active EE | $1,228 | $4,931-75.1% | $4,193-70.7% | $2,310-46.9% |
| Participant deferral / active EE | $3,262 | $5,974-45.4% | $5,332-38.8% | $3,537-7.8% |
| Admin fee / account holder | $29 | $79-63.7% | $10,720-99.7% | $97-70.6% |