Filed August 4, 2006 (most recent of 5 filings on file)
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 | $135,248 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC PAYMENT Service code 70 · EIN 13-2638166 | Consulting Fees | $98,939 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $36,950 |
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 | $93,987 | $86,496+8.7% | $80,975+16.1% | $329,111-71.4% |
| Participation rate | 79.9% | 80.0%-0.1pp | 75.8%+4.1pp | 67.9%+12.0pp |
| Annual return | 9.72% | 20.13%-10.4pp | 17.10%-7.4pp | 16.35%-6.6pp |
| Employer contribution / active EE | $1,838 | $2,395-23.2% | $3,714-50.5% | $2,303-20.2% |
| Participant deferral / active EE | $3,600 | $5,350-32.7% | $5,696-36.8% | $3,682-2.2% |
| Admin fee / account holder | $25 | $69-64.7% | $5,516-99.6% | $754-96.7% |