Filed January 6, 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 |
|---|---|---|
GRANT THORNTON LLP1 year Service code 50 · EIN 36-6055558 | Direct Payment | $19,665 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,733 | $107,378-22.0% | $108,579-22.9% | $57,658+45.2% |
| Participation rate | 85.6% | 77.1%+8.5pp | 79.6%+6.0pp | 70.2%+15.4pp |
| Annual return | 9.38% | 12.80%-3.4pp | -51.70%+61.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $3,410 | $1,782+91.4% | $3,758-9.3% | $1,974+72.8% |
| Participant deferral / active EE | $4,588 | $3,221+42.5% | $4,311+6.4% | $3,061+49.9% |
| Admin fee / account holder | $44 | $108-59.1% | $7,645-99.4% | $95-53.1% |