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 | $441,785 |
LCG ASSOCIATES, INC.9+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $113,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,148 | $136,853+9.0% | $130,231+14.5% | $80,160+86.1% |
| Participation rate | 97.9% | 81.6%+16.2pp | 76.3%+21.6pp | 72.9%+25.0pp |
| Annual return | 18.21% | 22.66%-4.4pp | 38.77%-20.6pp | 40.38%-22.2pp |
| Employer contribution / active EE | $4,013 | $3,395+18.2% | $4,126-2.7% | $2,978+34.8% |
| Participant deferral / active EE | $10,539 | $5,856+80.0% | $6,799+55.0% | $5,017+110.1% |
| Admin fee / account holder | $103 | $184-43.8% | $6,020-98.3% | $145-28.6% |