Filed August 8, 2003
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 9-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 | $183,936 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $32,130 |
MFP STRATEGIES1+ years Service code 70 · EIN 23-3038134 | Consulting Fees | $15,750 |
Filed as: MOLEWSKI FINANCIAL PARTNERS Service code 70 100 GATEWAY DRIVE · BETHLEHEM, PA 18017 | Consulting Fees | $15,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,976 | $58,758-14.9% | $70,014-28.6% | $63,975-21.9% |
| Participation rate | 93.9% | 77.5%+16.4pp | 71.8%+22.1pp | 71.1%+22.8pp |
| Annual return | 0.16% | 18.05%-17.9pp | 12.99%-12.8pp | 48.65%-48.5pp |
| Employer contribution / active EE | $2,060 | $1,973+4.4% | $2,338-11.9% | $2,182-5.6% |
| Participant deferral / active EE | $2,159 | $2,912-25.8% | $2,931-26.3% | $3,356-35.7% |
| Admin fee / account holder | $87 | $71+23.2% | $4,380-98.0% | $70+24.2% |