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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $374,183 |
EISNERAMPER LLP3+ years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $41,603 |
PROSKAUER ROSE LLP2 years Service code 50 · EIN 13-1840454 | Direct Payment | $30,801 |
HARTLAND & CO2 years Filed as: HARTLAND AND CO. Service code 70 · EIN 34-1597728 | Consulting Fees | $15,000 |
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 | $87,274 | $39,443+121.3% | $73,545+18.7% | $80,976+7.8% |
| Participation rate | 59.0% | 35.9%+23.1pp | 54.9%+4.1pp | 68.3%-9.3pp |
| Annual return | 19.56% | 18.39%+1.2pp | -15.16%+34.7pp | 22.91%-3.4pp |
| Employer contribution / active EE | $2,559 | $463+453.3% | $1,219+109.9% | $2,402+6.5% |
| Participant deferral / active EE | $3,682 | $1,131+225.5% | $1,806+103.9% | $3,848-4.3% |
| Admin fee / account holder | $46 | $72-36.9% | $2,320-98.0% | $67-32.5% |