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 | $754,848 |
CLEARSTEAD ADVISORS, LLC2 years Service code 10 · EIN 34-1597728 | Accounting | $57,500 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER Service code 50 · EIN 13-1639826 | Direct Payment | $47,320 |
NIXON PEABODY LLP2 years Service code 50 · EIN 16-0764720 | Direct Payment | $6,383 |
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 | $104,554 | $40,081+160.9% | $80,716+29.5% | $101,517+3.0% |
| Participation rate | 62.0% | 29.7%+32.3pp | 54.2%+7.8pp | 74.6%-12.6pp |
| Annual return | 14.01% | 17.61%-3.6pp | 87.28%-73.3pp | 21.00%-7.0pp |
| Employer contribution / active EE | $2,754 | $391+604.0% | $1,160+137.4% | $2,973-7.4% |
| Participant deferral / active EE | $3,798 | $1,046+263.0% | $2,146+77.0% | $4,873-22.1% |
| Admin fee / account holder | $102 | $113-10.2% | $3,380-97.0% | $139-27.1% |