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 | $425,331 |
LCG ASSOCIATES, INC.8+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $102,940 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,902 | $140,190-9.5% | $115,756+9.6% | $77,904+62.9% |
| Participation rate | 97.6% | 81.0%+16.6pp | 77.1%+20.5pp | 73.7%+23.9pp |
| Annual return | -16.25% | -13.46%-2.8pp | 143.14%-159.4pp | 12.21%-28.5pp |
| Employer contribution / active EE | $4,054 | $3,169+27.9% | $3,793+6.9% | $2,848+42.4% |
| Participant deferral / active EE | $9,930 | $5,401+83.9% | $6,254+58.8% | $4,806+106.6% |
| Admin fee / account holder | $104 | $138-25.2% | $8,124-98.7% | $133-21.9% |