Filed June 28, 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 AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $295,918 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 50 · EIN 26-0058143 | Direct Payment | $43,421 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,615 | $134,045-83.1% | $80,019-71.7% | $75,289-70.0% |
| Participation rate | 88.3% | 85.8%+2.5pp | 75.8%+12.4pp | 72.4%+15.9pp |
| Annual return | -4.51% | -0.56%-3.9pp | 11.22%-15.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $0 | $3,492-100.0% | $2,468-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,641 | $4,976-46.9% | $3,686-28.3% | $3,739-29.4% |
| Admin fee / account holder | $86 | $124-31.0% | $6,521-98.7% | $102-16.4% |