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 | $103,141 |
TRUEHOLD PROMOTIONS INC1 year Service code 50 160 WILBER PLACE · BOHEMIA, NY 11716 | Direct Payment | $5,649 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,486 | $88,730+17.8% | $82,313+26.9% | $77,958+34.0% |
| Participation rate | 88.5% | 84.5%+4.0pp | 76.9%+11.6pp | 71.6%+16.9pp |
| Annual return | 14.80% | 20.88%-6.1pp | 25.88%-11.1pp | 20.87%-6.1pp |
| Employer contribution / active EE | $4,045 | $2,758+46.7% | $2,428+66.6% | $2,310+75.1% |
| Participant deferral / active EE | $5,159 | $4,634+11.3% | $3,706+39.2% | $3,537+45.9% |
| Admin fee / account holder | $40 | $74-46.2% | $5,608-99.3% | $97-59.1% |