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 | $221,217 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 50 · EIN 26-0058143 | Direct Payment | $45,592 |
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 | $29,507 | $96,403-69.4% | $93,606-68.5% | $77,787-62.1% |
| Participation rate | 87.6% | 87.6%0pp | 75.8%+11.8pp | 73.2%+14.4pp |
| Annual return | 24.31% | 39.36%-15.0pp | 32.76%-8.4pp | 32.57%-8.3pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $2,718-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $2,777 | $5,341-48.0% | $4,069-31.7% | $3,967-30.0% |
| Admin fee / account holder | $80 | $90-10.4% | $7,888-99.0% | $100-19.8% |