Filed November 14, 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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $768,423 |
CLEARSTEAD ADVISORS, LLC5 years Service code 50 · EIN 34-1597728 | Direct Payment | $98,419 |
EISNERAMPER LLP10+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $66,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,565 | $47,385+116.4% | $56,411+81.8% | $106,382-3.6% |
| Participation rate | 48.9% | 33.2%+15.7pp | 52.5%-3.6pp | 69.9%-21.0pp |
| Annual return | 14.53% | 17.29%-2.8pp | 1701.33%-1686.8pp | 17.37%-2.8pp |
| Employer contribution / active EE | $2,359 | $623+278.7% | $1,039+127.2% | $3,364-29.9% |
| Participant deferral / active EE | $3,429 | $1,440+138.1% | $1,952+75.7% | $5,569-38.4% |
| Admin fee / account holder | $99 | $78+26.6% | $2,829-96.5% | $79+24.8% |