Filed December 30, 2008 (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 |
|---|---|---|
Service code 70 · EIN 47-1411118 | Consulting Fees | $110,037 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $78,932 |
COOPER SAVAS LLC1 year Filed as: COOPER SAVAS Service code 10 · EIN 27-5169784 | Accounting | $16,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,031 | $89,436-9.4% | $164,813-50.8% | $77,643+4.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 78.6%+1.4pp | 70.6%+9.4pp |
| Annual return | 17.32% | 28.83%-11.5pp | 69.93%-52.6pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,846 | $2,569-28.1% | $4,341-57.5% | $2,726-32.3% |
| Participant deferral / active EE | $7,137 | $4,897+45.7% | $6,031+18.3% | $4,647+53.6% |
| Admin fee / account holder | $230 | $339-32.3% | $12,690-98.2% | $430-46.6% |