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 | $183,675 |
Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $55,425 |
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 | $38,269 | $104,631-63.4% | $98,439-61.1% | $80,160-52.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 75.2%+11.5pp | 72.9%+13.8pp |
| Annual return | 18.39% | 34.72%-16.3pp | 21.16%-2.8pp | 40.38%-22.0pp |
| Employer contribution / active EE | $0 | $4,517-100.0% | $3,048-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $3,720 | $6,545-43.2% | $4,738-21.5% | $5,017-25.8% |
| Admin fee / account holder | $88 | $105-16.3% | $8,948-99.0% | $145-39.5% |