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 | $451,242 |
LCG ASSOCIATES, INC.4+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $113,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,786 | $118,101-10.4% | $106,387-0.6% | $75,289+40.5% |
| Participation rate | 96.2% | 81.4%+14.8pp | 77.5%+18.7pp | 72.4%+23.8pp |
| Annual return | -5.07% | -2.42%-2.7pp | 0.25%-5.3pp | -0.04%-5.0pp |
| Employer contribution / active EE | $3,215 | $2,880+11.6% | $3,520-8.7% | $2,405+33.7% |
| Participant deferral / active EE | $9,124 | $4,681+94.9% | $5,421+68.3% | $3,739+144.0% |
| Admin fee / account holder | $106 | $85+25.7% | $7,510-98.6% | $102+3.9% |