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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $191,059 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 70 · EIN 26-0058143 | Consulting Fees | $43,231 |
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 | $41,150 | $112,623-63.5% | $106,213-61.3% | $199,593-79.4% |
| Participation rate | 86.5% | 86.2%+0.3pp | 75.3%+11.2pp | 72.0%+14.5pp |
| Annual return | 13.84% | 15.57%-1.7pp | 116.14%-102.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $0 | $4,575-100.0% | $3,171-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,734 | $6,659-43.9% | $5,016-25.6% | $5,087-26.6% |
| Admin fee / account holder | $81 | $107-24.1% | $11,033-99.3% | $269-69.8% |