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 LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $17,595 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,730 | $71,666+37.8% | $117,854-16.2% | $69,631+41.8% |
| Participation rate | 98.3% | 77.5%+20.8pp | 79.7%+18.6pp | 70.7%+27.6pp |
| Annual return | 40.71% | 18.86%+21.9pp | 335.08%-294.4pp | 27571.02%-27530.3pp |
| Employer contribution / active EE | $4,566 | $1,889+141.7% | $3,786+20.6% | $2,032+124.7% |
| Participant deferral / active EE | $5,925 | $3,340+77.4% | $4,482+32.2% | $3,224+83.8% |
| Admin fee / account holder | $36 | $120-69.8% | $8,020-99.5% | $110-67.1% |