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 | $392,252 |
LCG ASSOCIATES, INC.5+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $103,167 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,035 | $127,218-4.1% | $392,568-68.9% | $77,787+56.9% |
| Participation rate | 96.3% | 82.0%+14.3pp | 78.1%+18.3pp | 73.2%+23.1pp |
| Annual return | 23.37% | 25.27%-1.9pp | 24.42%-1.1pp | 32.57%-9.2pp |
| Employer contribution / active EE | $3,250 | $3,064+6.1% | $3,783-14.1% | $2,504+29.8% |
| Participant deferral / active EE | $8,314 | $4,820+72.5% | $5,985+38.9% | $3,967+109.6% |
| Admin fee / account holder | $111 | $89+24.9% | $6,260-98.2% | $100+11.1% |