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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND Service code 15 · EIN 13-5674085 | Recordkeeping | $186,666 |
LCG ASSOCIATES, INC.1+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $101,026 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $64,862 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,889 | $99,628+10.3% | $105,218+4.4% | $59,188+85.7% |
| Participation rate | 83.5% | 80.5%+3.1pp | 77.2%+6.3pp | 69.4%+14.1pp |
| Annual return | 2.55% | 3.21%-0.7pp | 5.33%-2.8pp | 5.51%-3.0pp |
| Employer contribution / active EE | $2,542 | $2,454+3.6% | $3,255-21.9% | $2,098+21.2% |
| Participant deferral / active EE | $7,364 | $4,189+75.8% | $4,867+51.3% | $3,265+125.6% |
| Admin fee / account holder | $101 | $62+62.3% | $6,992-98.5% | $92+9.9% |