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 | $495,903 |
UBS FINANCIAL SERVICES INC6 years Service code 70 8044 MONTGOMERY RD, SUITE 200W · CINCINNATI, OH 45236 | Consulting Fees | $156,250 |
Filed as: CLARK SCHAEFER HACKET Service code 10 ONE EAST FOURTH STREET · CINCINNATI, OH 45202 | Accounting | $15,965 |
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 | $230,491 | $101,517+127.0% | $453,369-49.2% | $101,517+127.0% |
| Participation rate | 96.0% | 74.6%+21.5pp | 78.0%+18.0pp | 74.6%+21.5pp |
| Annual return | 24.15% | 21.00%+3.2pp | 64.40%-40.2pp | 21.00%+3.2pp |
| Employer contribution / active EE | $6,885 | $2,973+131.6% | $4,070+69.2% | $2,973+131.6% |
| Participant deferral / active EE | $9,213 | $4,873+89.1% | $6,209+48.4% | $4,873+89.1% |
| Admin fee / account holder | $72 | $139-48.4% | $11,209-99.4% | $139-48.4% |