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 | $767,964 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 87-1363769 | Accounting | $63,000 |
CLEARSTEAD ADVISORS, LLC4 years Service code 50 · EIN 34-1597728 | Direct Payment | $38,625 |
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 | $91,081 | $45,365+100.8% | $58,482+55.7% | $96,393-5.5% |
| Participation rate | 48.5% | 30.9%+17.7pp | 50.9%-2.3pp | 71.3%-22.7pp |
| Annual return | 18.90% | 20.48%-1.6pp | 4239.32%-4220.4pp | 22.88%-4.0pp |
| Employer contribution / active EE | $2,222 | $584+280.4% | $1,053+111.0% | $3,238-31.4% |
| Participant deferral / active EE | $3,192 | $1,304+144.8% | $1,924+65.9% | $5,455-41.5% |
| Admin fee / account holder | $111 | $74+50.1% | $2,516-95.6% | $74+50.8% |