Filed October 18, 2004
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 LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $1,789 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG. C-2 · MODESTO, CA 95350 | Recordkeeping | $1,350 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $929 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $390 |
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 | $57,081 | $70,667-19.2% | $123,104-53.6% | $52,331+9.1% |
| Participation rate | 94.1% | 83.7%+10.4pp | 86.8%+7.3pp | 68.1%+26.0pp |
| Annual return | 1.70% | 6.23%-4.5pp | 13.22%-11.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,338 | $2,946+13.3% | $5,151-35.2% | $1,882+77.4% |
| Participant deferral / active EE | $4,520 | $4,493+0.6% | $6,230-27.4% | $3,022+49.6% |
| Admin fee / account holder | $37 | $506-92.7% | $9,015-99.6% | $592-93.8% |