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 | $847,497 |
SEENKEA SOLUTIONS1 year Service code 50 857 22ND STREET PLACE SE · HICKORY, NC 28602 | Direct Payment | $24,675 |
CLEARSTEAD ADVISORS, LLC1 year Service code 70 · EIN 34-1597728 | Consulting Fees | $12,500 |
NIXON PEABODY LLP1 year Service code 50 · EIN 16-0764720 | Direct Payment | $7,995 |
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 | $91,990 | $48,082+91.3% | $77,482+18.7% | $106,222-13.4% |
| Participation rate | 58.3% | 33.6%+24.7pp | 54.2%+4.1pp | 70.8%-12.5pp |
| Annual return | 13.02% | 15.72%-2.7pp | 54.79%-41.8pp | 21.69%-8.7pp |
| Employer contribution / active EE | $1,912 | $457+318.1% | $986+93.8% | $2,723-29.8% |
| Participant deferral / active EE | $3,008 | $1,043+188.5% | $1,861+61.6% | $4,600-34.6% |
| Admin fee / account holder | $48 | $79-39.6% | $2,858-98.3% | $78-38.8% |