Filed November 10, 2006 (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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $33,364 |
BORIS BENIC AND ASSOCIATES LLP2+ years Service code 10 500 OLD COUNTRY ROAD · GARDEN CITY, NY 11530 | Accounting | $16,848 |
Filed as: RISK COMPLIANCE PERFORMANCE SOLUTIO Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $5,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $91,224 | $80,211+13.7% | $74,183+23.0% | $63,975+42.6% |
| Participation rate | 89.1% | 84.2%+4.9pp | 76.6%+12.5pp | 71.1%+18.0pp |
| Annual return | 8.10% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.6pp |
| Employer contribution / active EE | $3,822 | $2,553+49.7% | $2,370+61.3% | $2,182+75.2% |
| Participant deferral / active EE | $4,918 | $4,370+12.5% | $3,550+38.5% | $3,356+46.5% |
| Admin fee / account holder | $21 | $67-69.2% | $5,586-99.6% | $70-70.6% |