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 | $172,851 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $47,878 |
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 | $34,766 | $105,190-66.9% | $98,907-64.8% | $90,288-61.5% |
| Participation rate | 88.5% | 86.4%+2.2pp | 76.0%+12.5pp | 73.4%+15.2pp |
| Annual return | 20.49% | 18.52%+2.0pp | 196.43%-175.9pp | 53.97%-33.5pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $2,689-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,963 | $5,616-47.2% | $4,244-30.2% | $4,232-30.0% |
| Admin fee / account holder | $81 | $97-16.9% | $6,642-98.8% | $114-29.1% |