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 | $439,428 |
UBS FINANCIAL SERVICES INC2 years 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $181,069 | $177,276+2.1% | $115,752+56.4% | $177,276+2.1% |
| Participation rate | 99.1% | 74.8%+24.3pp | 77.8%+21.4pp | 74.8%+24.3pp |
| Annual return | 18.54% | 21.25%-2.7pp | 19.41%-0.9pp | 21.25%-2.7pp |
| Employer contribution / active EE | $5,431 | $2,479+119.1% | $3,492+55.5% | $2,479+119.1% |
| Participant deferral / active EE | $7,689 | $3,881+98.2% | $5,204+47.8% | $3,881+98.2% |
| Admin fee / account holder | $72 | $154-53.5% | $6,278-98.9% | $154-53.5% |