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 7-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 Service code 21 · EIN 13-5674085 | Bank Trustee | $72,586 |
LCG ASSOCIATES, INC.3 years Filed as: LCG ASSOCIATES, INC Service code 17 · EIN 75-1680350 | Pension Consulting | $9,129 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $1,964,387-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 14.3%-14.3pp | 13.5%-13.5pp |
| Annual return | 15.31% | 9.29%+6.0pp | 21681.50%-21666.2pp | 9.29%+6.0pp |
| Employer contribution / active EE | $0 | $15,168-100.0% | $87,430-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $70-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $3,693-100.0% | $2,037-100.0% |