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 | $443,279 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 70 · EIN 26-0058143 | Consulting Fees | $50,811 |
KREISCHER MILLER2 years Service code 10 100 WITMER ROAD · HORSHAM, PA 19044 | Accounting | $17,214 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $16,714 |
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 | $48,236 | $65,708-26.6% | $76,817-37.2% | $77,787-38.0% |
| Participation rate | 89.8% | 79.0%+10.9pp | 72.1%+17.7pp | 73.2%+16.6pp |
| Annual return | 5.96% | 49.86%-43.9pp | 1166.11%-1160.1pp | 32.57%-26.6pp |
| Employer contribution / active EE | $1,366 | $2,167-37.0% | $2,302-40.7% | $2,504-45.5% |
| Participant deferral / active EE | $2,923 | $3,254-10.2% | $3,336-12.4% | $3,967-26.3% |
| Admin fee / account holder | $143 | $91+57.1% | $6,420-97.8% | $100+42.5% |