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 | $523,653 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $143,750 |
ERNST & YOUNG LLP5 years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $42,000 |
HAYNES AND BOONE, LLP2 years Filed as: HAYNES AND BOONE LLP Service code 50 · EIN 75-1312888 | Direct Payment | $9,074 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,533 | $83,595+38.2% | $86,436+33.7% | $78,044+48.0% |
| Participation rate | 75.2% | 81.9%-6.7pp | 80.3%-5.2pp | 74.4%+0.7pp |
| Annual return | -15.85% | -10.64%-5.2pp | 4394.89%-4410.7pp | 10.87%-26.7pp |
| Employer contribution / active EE | $2,268 | $3,111-27.1% | $3,769-39.8% | $3,125-27.4% |
| Participant deferral / active EE | $4,770 | $6,427-25.8% | $6,952-31.4% | $5,084-6.2% |
| Admin fee / account holder | $83 | $82+0.4% | $6,731-98.8% | $79+4.9% |