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 Service code 26 · EIN 13-5674085 150 N COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $50,469 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW & CO. LLP Service code 10 · EIN 58-0662558 3740 DAVINCI CT. SUITE 400 · PEACHTREE CORNERS, GA 30092 | Accounting | $14,000 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,281 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,871 | $71,516+46.6% | $98,439+6.5% | $71,457+46.8% |
| Participation rate | 89.8% | 72.7%+17.1pp | 75.2%+14.6pp | 67.9%+21.9pp |
| Annual return | 20.57% | 32.41%-11.8pp | 21.16%-0.6pp | 28.85%-8.3pp |
| Employer contribution / active EE | $1,793 | $2,399-25.3% | $3,048-41.2% | $2,588-30.7% |
| Participant deferral / active EE | $3,975 | $4,109-3.3% | $4,738-16.1% | $4,289-7.3% |
| Admin fee / account holder | $401 | $1,675-76.1% | $8,948-95.5% | $1,587-74.8% |