Filed February 21, 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 |
|---|---|---|
WARREN AVERETT, LLC1 year Service code 70 ATTN ACCOUNTS RECEIVABLE · FORT WALTON BEACH, FL 32548 | Consulting Fees | $11,500 |
Service code 70 · EIN 47-1411118 | Consulting Fees | $9,672 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,722 | $86,655-21.8% | $119,609-43.4% | $66,914+1.2% |
| Participation rate | 81.9% | 75.6%+6.3pp | 79.3%+2.6pp | 69.8%+12.1pp |
| Annual return | -15.82% | -8.00%-7.8pp | -14.97%-0.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,057 | $2,536-58.3% | $4,232-75.0% | $2,544-58.5% |
| Participant deferral / active EE | $3,317 | $4,358-23.9% | $5,602-40.8% | $4,237-21.7% |
| Admin fee / account holder | $93 | $755-87.6% | $10,323-99.1% | $593-84.3% |