Filed January 6, 2006
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 & SMIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,720 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,957 |
PASI, LLC2 years Service code 16 · EIN 26-1407927 | Consulting | $9,330 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,913 | $80,705+146.5% | $115,768+71.8% | $67,986+192.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 74.4%+25.6pp | 57.2%+42.8pp |
| Annual return | 18.63% | 18.49%+0.1pp | 100.46%-81.8pp | 31.67%-13.0pp |
| Employer contribution / active EE | $5,282 | $2,046+158.1% | $2,940+79.7% | $2,019+161.6% |
| Participant deferral / active EE | $8,650 | $3,559+143.0% | $4,917+75.9% | $3,358+157.6% |
| Admin fee / account holder | $600 | $4,135-85.5% | $12,439-95.2% | $3,203-81.3% |