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 | $813,284 |
EISNERAMPER LLP8+ years Filed as: EISNER AMPER Service code 10 · EIN 87-1363769 | Accounting | $52,500 |
CLEARSTEAD ADVISORS, LLC3 years Service code 50 · EIN 34-1597728 | Direct Payment | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,987 | $41,203+111.1% | $61,373+41.7% | $89,394-2.7% |
| Participation rate | 58.1% | 35.4%+22.7pp | 52.6%+5.5pp | 71.3%-13.2pp |
| Annual return | -18.56% | -14.63%-3.9pp | 338.61%-357.2pp | -11.89%-6.7pp |
| Employer contribution / active EE | $2,868 | $603+375.9% | $1,159+147.4% | $3,022-5.1% |
| Participant deferral / active EE | $3,963 | $1,367+189.9% | $2,125+86.5% | $5,123-22.6% |
| Admin fee / account holder | $99 | $74+33.9% | $2,130-95.4% | $79+24.1% |