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 | $404,564 |
LCG ASSOCIATES, INC.6+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $94,610 |
BAKER DONELSON1 year Filed as: BAKER DONELSON BEARMAN C Service code 29 · EIN 62-1047356 | Legal | $9,102 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,012 | $143,525-1.8% | $379,746-62.9% | $90,288+56.2% |
| Participation rate | 95.7% | 82.9%+12.8pp | 78.4%+17.3pp | 73.4%+22.4pp |
| Annual return | 15.35% | 18.97%-3.6pp | 34.90%-19.6pp | 53.97%-38.6pp |
| Employer contribution / active EE | $3,314 | $3,201+3.5% | $3,540-6.4% | $2,524+31.3% |
| Participant deferral / active EE | $8,761 | $5,231+67.5% | $6,024+45.4% | $4,232+107.0% |
| Admin fee / account holder | $111 | $100+10.8% | $7,927-98.6% | $114-2.5% |