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 S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,975 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $7,075 |
LCG ASSOCIATES, INC.1+ years Service code 16 · EIN 75-1680350 | Consulting | $5,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,910 | $62,561+139.6% | $105,218+42.5% | $52,331+186.5% |
| Participation rate | 85.6% | 70.4%+15.2pp | 77.2%+8.4pp | 68.1%+17.5pp |
| Annual return | 0.42% | 8.71%-8.3pp | 5.33%-4.9pp | 4.54%-4.1pp |
| Employer contribution / active EE | $2,483 | $2,137+16.2% | $3,255-23.7% | $1,882+32.0% |
| Participant deferral / active EE | $3,516 | $3,355+4.8% | $4,867-27.8% | $3,022+16.3% |
| Admin fee / account holder | $178 | $198-10.6% | $6,992-97.5% | $592-70.0% |