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 | $174,995 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $50,272 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,169 | $114,195-65.7% | $106,548-63.2% | $93,030-57.9% |
| Participation rate | 89.1% | 86.4%+2.7pp | 76.1%+13.0pp | 73.9%+15.2pp |
| Annual return | 13.30% | 22.18%-8.9pp | 26.80%-13.5pp | 158.70%-145.4pp |
| Employer contribution / active EE | $0 | $4,009-100.0% | $2,819-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $3,293 | $5,908-44.3% | $4,398-25.1% | $4,562-27.8% |
| Admin fee / account holder | $81 | $105-22.9% | $7,407-98.9% | $152-46.8% |