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 | $420,530 |
Service code 70 8044 MONTGOMERY RD, SUITE 200W · CINCINNATI, OH 45236 | Consulting Fees | $100,000 |
Filed as: CLARK SCHAEFER HACKET Service code 11 · EIN 31-0800053 | Actuarial | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,909 | $92,813+65.8% | $108,745+41.5% | $65,292+135.7% |
| Participation rate | 99.2% | 84.5%+14.7pp | 77.7%+21.6pp | 72.4%+26.8pp |
| Annual return | 11.92% | 14.67%-2.7pp | 46.22%-34.3pp | 11.84%+0.1pp |
| Employer contribution / active EE | $6,030 | $3,016+100.0% | $3,323+81.5% | $2,302+162.0% |
| Participant deferral / active EE | $7,370 | $5,191+42.0% | $5,121+43.9% | $3,579+106.0% |
| Admin fee / account holder | $69 | $56+22.5% | $6,144-98.9% | $57+20.0% |