Filed April 24, 2009 (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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $491,922 |
LCG ASSOCIATES, INC.10+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $115,042 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,563 | $148,970+13.8% | $136,007+24.7% | $199,593-15.0% |
| Participation rate | 96.5% | 79.4%+17.1pp | 76.5%+20.0pp | 72.0%+24.5pp |
| Annual return | 14.94% | 27.07%-12.1pp | 579.32%-564.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $4,056 | $3,561+13.9% | $4,217-3.8% | $3,034+33.7% |
| Participant deferral / active EE | $10,848 | $6,140+76.7% | $7,025+54.4% | $5,087+113.3% |
| Admin fee / account holder | $97 | $144-32.9% | $6,858-98.6% | $269-64.1% |