Filed February 21, 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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $36,488 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,036 |
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 | $23,516 | $65,908-64.3% | $81,812-71.3% | $77,643-69.7% |
| Participation rate | 77.0% | 65.8%+11.2pp | 72.3%+4.7pp | 70.6%+6.5pp |
| Annual return | 10.07% | 26.64%-16.6pp | 773.79%-763.7pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,720 | $2,370-27.4% | $2,912-40.9% | $2,726-36.9% |
| Participant deferral / active EE | $1,019 | $3,505-70.9% | $4,319-76.4% | $4,647-78.1% |
| Admin fee / account holder | $129 | $526-75.5% | $7,386-98.3% | $430-70.0% |