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 | $445,342 |
LCG ASSOCIATES, INC.3+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $108,491 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,005 | $117,734-1.5% | $115,752+0.2% | $77,958+48.8% |
| Participation rate | 94.1% | 82.0%+12.1pp | 77.8%+16.4pp | 71.6%+22.5pp |
| Annual return | 13.41% | 17.65%-4.2pp | 19.41%-6.0pp | 20.87%-7.5pp |
| Employer contribution / active EE | $2,895 | $2,736+5.8% | $3,492-17.1% | $2,310+25.3% |
| Participant deferral / active EE | $8,149 | $4,435+83.7% | $5,204+56.6% | $3,537+130.4% |
| Admin fee / account holder | $144 | $75+92.6% | $6,278-97.7% | $97+48.3% |