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 | $469,086 |
UBS FINANCIAL SERVICES INC3 years Service code 70 8044 MONTGOMERY RD, SUITE 200W · CINCINNATI, OH 45236 | Consulting Fees | $118,750 |
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 | $154,269 | $93,094+65.7% | $106,387+45.0% | $68,904+123.9% |
| Participation rate | 98.9% | 83.9%+14.9pp | 77.5%+21.4pp | 74.1%+24.7pp |
| Annual return | -3.88% | -2.12%-1.8pp | 0.25%-4.1pp | 1.07%-4.9pp |
| Employer contribution / active EE | $5,478 | $3,237+69.2% | $3,520+55.6% | $2,540+115.6% |
| Participant deferral / active EE | $7,792 | $5,445+43.1% | $5,421+43.7% | $4,015+94.1% |
| Admin fee / account holder | $68 | $85-20.6% | $7,510-99.1% | $71-5.1% |