Filed June 30, 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 & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $476,573 |
UBS FINANCIAL SERVICES INC9 years Service code 50 8044 MONTGOMERY RD. SUITE 200W · CINCINNATI, OH 45236 | Direct Payment | $156,250 |
Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $19,700 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,772 | $99,062+129.9% | $136,007+67.5% | $99,062+129.9% |
| Participation rate | 96.4% | 71.6%+24.8pp | 76.5%+19.9pp | 71.6%+24.8pp |
| Annual return | 15.44% | 17.66%-2.2pp | 579.32%-563.9pp | 17.66%-2.2pp |
| Employer contribution / active EE | $7,681 | $3,262+135.5% | $4,217+82.2% | $3,262+135.5% |
| Participant deferral / active EE | $10,203 | $5,331+91.4% | $7,025+45.2% | $5,331+91.4% |
| Admin fee / account holder | $64 | $109-41.2% | $6,858-99.1% | $109-41.2% |