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 | $277,048 |
LCG ASSOCIATES, INC.2+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $95,379 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $65,986 |
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 | $101,028 | $107,045-5.6% | $108,745-7.1% | $63,975+57.9% |
| Participation rate | 95.3% | 81.9%+13.3pp | 77.7%+17.6pp | 71.1%+24.1pp |
| Annual return | 7.89% | 18.14%-10.2pp | 46.22%-38.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $3,133 | $2,651+18.2% | $3,323-5.7% | $2,182+43.6% |
| Participant deferral / active EE | $11,906 | $4,292+177.4% | $5,121+132.5% | $3,356+254.7% |
| Admin fee / account holder | $158 | $67+135.7% | $6,144-97.4% | $70+124.7% |