Filed July 12, 2006 (most recent of 2 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 - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $24,234 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $19,387 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $168 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,296 | $79,428+56.5% | $106,548+16.7% | $79,386+56.6% |
| Participation rate | 93.2% | 74.1%+19.1pp | 76.1%+17.1pp | 70.7%+22.5pp |
| Annual return | 14.75% | 18.27%-3.5pp | 26.80%-12.1pp | 116.85%-102.1pp |
| Employer contribution / active EE | $551 | $2,234-75.3% | $2,819-80.5% | $2,427-77.3% |
| Participant deferral / active EE | $3,604 | $3,823-5.7% | $4,398-18.0% | $4,046-10.9% |
| Admin fee / account holder | $550 | $523+5.1% | $7,407-92.6% | $626-12.2% |