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 | $13,209 |
LCG ASSOCIATES, INC.3+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $6,428 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,845 | $64,954+169.2% | $115,752+51.1% | $62,292+180.7% |
| Participation rate | 71.4% | 73.0%-1.6pp | 77.8%-6.3pp | 69.5%+1.9pp |
| Annual return | 9.23% | 24.87%-15.6pp | 19.41%-10.2pp | 28.90%-19.7pp |
| Employer contribution / active EE | $2,458 | $2,344+4.9% | $3,492-29.6% | $2,042+20.4% |
| Participant deferral / active EE | $3,861 | $3,665+5.3% | $5,204-25.8% | $3,169+21.8% |
| Admin fee / account holder | $177 | $414-57.1% | $6,278-97.2% | $479-63.0% |