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 | $10,436 |
LCG ASSOCIATES, INC.4+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $5,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,212 | $57,384+172.2% | $106,387+46.8% | $56,287+177.5% |
| Participation rate | 68.9% | 71.3%-2.4pp | 77.5%-8.5pp | 69.9%-0.9pp |
| Annual return | -3.37% | 5.91%-9.3pp | 0.25%-3.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,070 | $2,348-11.8% | $3,520-41.2% | $2,111-1.9% |
| Participant deferral / active EE | $3,296 | $3,799-13.2% | $5,421-39.2% | $3,350-1.6% |
| Admin fee / account holder | $117 | $566-79.3% | $7,510-98.4% | $521-77.5% |